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Support for fully private (no read or write) activity sharing model.

Sales Productivity (Notes/Activities/Calendar )

When you put private as an organization wide default for activities the following is true: «Only the activity owner, and users above the activity owner in the role hierarchy, can edit and delete the activity, users with read access to the record to which the activity is associated can view and report on the activity.» This means that if you share for example an account all the activities on that account become visible. This is very unlogical especialy since I specified in the sharing model that all activities should be PRIVATE! I would like to be able to setup a REAL private sharing model for activities. Only me and my above hierarchy would be able to see my activities regardless of who sees the related record!

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  • Kayvaan Ghassemieh - 6 years ago

    I think the labels on the organization-wide default settings are a bit confusing.

    The "Parent-Controlled" option is really about editing.  Even in the "Private" setting, parents still provide read access to the activity.  Events have a "private" checkbox but tasks do not.

    There are two additional features we could consider providing here (this is basically what Doug Ayers suggested as well):

    1. A new "Private NO-READ" organization-wide setting  which would be what I think people are saying is "truly" private.  Question - should role heirarchy be able to see the activity or ONLY owner and admins?

    2. A new "private" checkbox on task object to selectively make a task private to woner and .  Same question - should role heirarchy be able to see the activity or ONLY owner and admins?

    Do these make sense?  If you could only have one - which one?

    We are exploring this issue but I need more insight into what the right behavior would be for the most customers.
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