My company wants to enable users within specific groups to share agreements easily. Our objective is to allow users in each group to access and manage a common list of agreements under the "Manage" tab. We've explored the option of using Advanced Group Sharing to achieve this, but we need some clarification on how it works.
Specifically, we're wondering what exactly gets shared when Advanced Group Sharing is enabled. Will members of the group gain access to the entire account that has been shared with them, or will they only be able to view agreements associated with their particular group? Since some of our employees are part of multiple groups, we want to ensure that one group doesn't inadvertently gain access to agreements meant for another group that the same employee belongs to.
As an alternative approach, we've explored the idea of sharing individual agreements with specific groups. This method would ensure that the agreements are visible on the "Manage" page of the internal users belonging to the shared group. However, we're interested in knowing if there's a way to automate the process of sharing an individual agreement, similar to setting up a workflow or programming it to happen automatically.
1
Reply
AdChoices