#Sharing rules

Share selected quotes with a proposal team for a handover without opening all quotes. Recipients must already hold the corresponding business operation; sharing only adds records.

In Settings → Authorization → Sharing rules, create a purposefully named rule, select the resource, action, named scope and recipients. Choose explicit records for a handover or a dynamic strategy for a maintained business range.

If submission needs the parent project, share both the quote and project scopes. View, Edit and Submit are independent. Each scope's record selection is stored separately.

Verify the collaborator can operate on handed-over records but not other records. Remove one required scope and verify denial. When collaboration ends, remove the sharing and inspect other direct/team sources if access remains. Restrictions can still exclude shared records.