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            Set Up Sharing Rules for Complaint Intake

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            3. Financial Services Cloud Admin Guide

            Set Up Sharing Rules for Complaint Intake

            Use sharing rules to extend sharing access to your portal users. Sharing rules give portal users greater access by making automatic exceptions to your org-wide sharing settings. Add sharing rules to give your portal users access to relevant records that they need when submitting a complaint.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To create sharing rules: Manage Sharing

            To let your portal users access the complaint intake OmniScript, set up sharing rules for the Omni Process object.

            1. From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.
            2. Under Sharing Rules, next to the Omni Process Sharing Rules, click New.
            3. Enter the label name and rule name.
            4. For the rule type, select Based on Criteria to specify the field, operator, and value criteria that records must match to be included in the sharing rule.
            5. For Field, select Type, for Operator, select Equals, and for Value, enter FSCComplaint.
            6. For Share with, select Public Groups from the first dropdown list and All Customer Portal Users from the second dropdown list.
            7. For Access Level, select Read Only.
            8. Save your changes.

            See Also

             
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