Create a Disclosure and Compliance Hub Profile
Define how users access objects and data, and which actions they can perform.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- Click New Profile.
- For the existing profile, select Standard User.
- For the profile name, enter Disclosure and Compliance Hub User.
- Save your changes.
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Enable Create, Read, Edit, and View All Records access to these objects:
- Assessments
- Assessment Questions
- Assessment Question Assignments
- Assessment Question Configs
- Assessment Question Responses
- Assessment Question Sets
- Assessment Question Set Configs
- Assessment Question Versions
- Omni DataPacks
- Omni Data Transformations
- Omni Data Transformation Configs
- Omni Data Transformation Items
- Omni Electronic Signature Templates
- Omni Integration Procedure Configurations
- Omni Interaction Access Configurations
- Omni Interaction Configurations
- Omni Processes
- Omni Process Assessment Question Versions
- Omni Process Compilations
- Omni Process Elements
- Omni Process Transient Data
- Omniscript Configurations
- Omniscript Saved Sessions
- Omni UI Cards
- Omni Ui Card Configs
- Tag Categories
- Tag Category Assignments
- Interest Tags
-
If you’re using Information Library, enable Create, Read, Edit, and View All Records
access to these objects. If you also want users to modify each other’s records, enable the
Modify All Records access:
- Content Links
- Content Sources
- Document Clauses
- Document Clause Sets
- Information Library External Documents
- Materiality Topics
- Materiality Topic Document Clause Sets
- Materiality Topic References
- Save your changes.
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