Take full control of who can view records in your apps. The new Subscribers field lets you share specific records with selected users, even when individual access settings are in place.

• Use it on any object to list team members who should have access to a particular record.
• Maintain strict access control while enabling collaboration when needed.

With Subscribers, you can ensure the right people see the right information—no more, no less.

Edition Qualifier: This feature is available in all Servis.ai editions. 

User Permissions: No special permissions are required to use this feature.

Requirements: The Subscribers Field needs to be enabled by your team's Admin. To learn more, please visit this tutorial:
Enable Subscribers

Let's review how this great feature works. In this tutorial, we will cover:

1. Add Subscribers to a Record
2. Add Subscribers to Multiple Records

Make Sure The Subscribers Field is Active

Make sure the Subscribers field is active by navigating to your application settings. Go to Settings > Apps and choose your application. Click on the 'Form Builder' tab.

The Subscribers field will be in the 'System Information' section.

Add Subscribers to a Record

After activating the Subscribers field, you can assign specific users to any record—giving them full access.

• Assigned users can view and edit the record.
• They’ll also see the Activity Timeline and all Related Lists.
• To share a record, simply edit it and choose team members from the Subscribers dropdown.

You can assign as many team members as you need here. Their access level is not relevant here, as long as you add them to the Subscribers Field, they will have access to the record.

Add Subscribers to Multiple Records

You can quickly give team members access to several records using bulk edit.

• Apply filters to find the right set of records.
• Select the records and click Edit.
• In the Subscribers field, choose the team members to grant access.

Your changes will apply to all selected records—without affecting any other fields.

Once done, you’ll see all assigned subscribers in the List View, and those users will now have access to the records.