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Trusted Connections

EnsureLoc

You decide who you share with and what they are allowed to do. You can change or remove access at any time.

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Your package determines how many Trusted Connections you can add.

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Add a Trusted Connection

What are they allowed to do?

Choose the permissions you want. Nothing is selected for you.

Which records can they access?

Select only the records this person needs. New records are never shared automatically.

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Important: View and Download apply only to the records you select. You can change the selection later.

Deleting records is never available to a Trusted Connection. Only you can delete your records.

A Trusted Connection has to accept your invitation before they can use the access you gave them. In this development draft, create the invitation and copy the secure invitation link to the person you chose.