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            Edit Sharing Settings for Insurance Objects

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            3. Financial Services Cloud Admin Guide

            Edit Sharing Settings for Insurance Objects

            You can control access to data at different levels. For example, you can control the access that a user has to objects by assigning object permissions. Within an object, you can control which fields a user has access to by using field-level security. You can control access to data at the record level by assigning sharing settings. Review the default sharing settings for Insurance objects and modify them based on your needs.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.
            2. Under Organization-Wide Defaults, review the access levels for the following objects. By default, they are set to Private.
              • Business Milestone
              • Claim
              • Coverage Type (available when the Access Master List of Coverage Types org pref is enabled)
              • Customer Property
              • Insurance Policy
              • Insurance Policy Asset
              • Producer
              • Producer Policy Assignment (available when the Let Multiple Producers Work on the Same Policy org pref is enabled)
              • Product Coverage (available when the Access Master List of Coverage Types org pref is enabled)
              • Securities Holding
              • Worker Compensation Coverage Class
            3. To change an access level, click Edit.
            4. For each object, select the default access you want to use.
            5. Save your changes.
             
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