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.

1. From Setup, in the Quick Find box, enter Digital Experiences, and then select Settings.
2. In the Sharing Sets related list, click New.
3. Enter a label for the sharing set.
4. In the Select Profiles section, select your cloned community user profile, and click Add.
5. Under Select Objects, select Case, Insurance Policy, and Service Catalog Request, and then click Add.
6. 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

7. Save your changes.