I want to set up a general sharing rule that any user with a role of "Area Coordinator" share the Contacts that they own with their Managers as defined by the Manager hierarchy field on the user. Is there a way to do that?

The org wide default for Contacts is Private and I have the Use Manager Groups feature enabled on the org.

I am trying to avoid doing a triggered apex share on every record.



If your Sharing Settings use "Use Role Hierarchy", you get this feature for free if you set up your role hierarchy correctly. Otherwise, you'll have to create a mess of public groups and creating sharing that way. You can't use the Manager field on the user record to cause sharing without using a trigger. Personally, I would advise configuring your role hierarchy correctly.

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  • Appreciate your light on the matter! Looks like apex is the only way to go then, since in this org I would need multiple parallel role hierarchies that would be too difficult to maintain. And I am already using Account Teams to solve a different sharing challenge. – JannieT Jan 29 '14 at 14:42

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