How to edit the Sharing Settings of a Claim in Vault PromoMats and Medical?
To edit Sharing Settings of a claim, users need to have Read, Create, and Edit Object Permissions for Claim in their Security Profile.
Please follow the below steps in order to add or remove users from the Sharing Settings:
- Select Sharing Settings:
- Click +Add:
- Select the required role and user from the dropdown menu and click Save:
Vault Help Documentation:
Knowledge Article: How to Change the Owner of a Claim in PromoMats?