Question:
How to edit Sharing Settings of a Claim in PromoMats?
Answer:
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:
Related Documentation:
Vault Help Documentation: Using Object Record Sharing Settings
Vault Help Documentation: Using Auto Claims Linking (PromoMats)
Knowledge Article: How to Change the Owner of a Claim in PromoMats?
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