Photo by Mark Stuckey on Unsplash
As orgs grow, so does complexity. And nowhere is that more evident than in multi-user ownership and access design.
You can’t just “let everyone see everything” and hope for the best. Over the last year, I’ve developed frameworks that balance:
Record-level visibility (role hierarchy, sharing rules, manual sharing)
Process clarity (who acts when, and how automation responds)
Ownership transitions (consultant leaves, team changes, reassignment flows)
My approach:
Start with Org-Wide Defaults and design upward
Use custom sharing logic only when essential
Leverage automation to manage visibility without constant admin intervention
This isn’t just about who owns a record—it’s about empowering teams while preserving data integrity. When done right, it just works. When done wrong, support tickets multiply.
