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Set Up Sharing Sets
Create a sharing set to give your Insurance Client Portal users access to the records that are relevant for using the insurance service processes. A sharing set grants portal users access to a record associated with an account or contact that matches the user's account or contact. Grant access to records through access mapping, which defines access for each object in the sharing set.
| REQUIRED EDITIONS |
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled with FSC Insurance add-on. |
| USER PERMISSIONS NEEDED | |
| To create or update sharing sets: | Customize Application |
- From Setup, in the Quick Find box, enter Digital Experiences, and then select Settings.
- In the Sharing Sets related list, click New.
- Enter a label for the sharing set.
- In the Select Profiles section, select your cloned community user profile, and click Add.
- Under Select Objects, select Case, Insurance Policy, and Service Catalog Request, and then click Add.
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In the Configured Access section, next to each object, click Set Up and configure access for the objects as shown in this table.
Object ACCESS DETERMINED BY Access Level Case User:Account = Case:Owner.Account Read/Write Insurance Policy User:Account = Insurance Policy:NameInsured Read Only Service Catalog Request User:Account = Service Catalog Request:Case.Account Read Only - Save your changes.
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