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Log-in as a Staff Member.

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  1. Go to Set up

  2. In the Quick Find box search for Profiles.

  3. Click New Profile or select any Profile that has user license to whom clone you want to create (Saleforce License).

    image-20240923-073618.png
  4. Click Save.

  5. Go to Set up > Profile > School Personnel > Object Settings > select Select the Object PosiEd objects > Edit the permission access of the Object and fields (Remove the Read, Create, Edit, and Delete access to the PosiEd Objects)

  6. Update the User’s profile to School Personnel. See the details below.

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Automations Required for Sharing Rules Multi-School Setup

Not available yet

Sharing Rules

Account Sharing Rules

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