Question:
How to edit the Sharing Settings of a Claim in PromoMats and Veeva Medical?
Answer:
To edit the Sharing Settings of a claim, users need to have Read, Create, and Edit Object Permissions for Claim in their Security Profile.
Follow the steps below 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 SettingsUsing Auto Claims Linking (PromoMats)
Knowledge Article: How to Change the Owner of a Claim in PromoMats and Veeva Medical?