Question:
Sharing Settings are not always explicitely available on the UI for private objects' records.
How to check these accesses within Vault CRM without exposing the section on the UI?
Answer:
- Make sure the affected object has custom sharing rules or matching sharing rules enabled.
- Open the affected record.
- Edit the record's URL to have the format below:
<vault crm domain url>/ui/#v/<object prefix>/<record id>/ss
Example:
There is a Call Report with ID V63000000000001 and record URL https://myvaultcrm.veevavault.com/ui/#app/page/call-report/~/view?id=V63000000000001.
To show the Sharing Settings, update it to https://myvaultcrm.veevavault.com/ui/#v/V63/V63000000000001/ss .
Note: The object's 3-digit ID (prefix) is the first 3 digits from the record ID, similarly to Salesforce.
Related Documentation:
Vault Help Documentation: Using Object Record Sharing Settings