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            Grant Users Access to Producer and Insurance Policy Records

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            3. Financial Services Cloud Admin Guide

            Grant Users Access to Producer and Insurance Policy Records

            To view the metrics and charts on the portal home page, portal users need access to records in the Producer and Insurance Policy objects.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Grant your portal users access to Producer and Insurance Policy records that are associated with their accounts or contacts. One of the ways to do that is to use Sharing Sets.

             
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