How to Navigate to Sharing Settings for Private Object Records When the Section Is Not Available in Vault CRM?

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:

Product Support Portal