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Define Sharing Settings for Obligations
To make the obligation records created by your obligation manager accessible to all users within an org, system admins must define the sharing settings.
The CLM admin can control data access at multiple levels. For example, you can control the access that your users have to objects with object permissions. Within objects, you can control user access to fields by using field-level security. To control access to data at the record level, use sharing settings and restriction rules.
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, Professional, and Developer Editions |
| USER PERMISSIONS NEEDED | |
To define sharing settings for obligations: |
CLM Admin User |
- From Setup, in the Quick Find box, enter sharing, and click Sharing Settings.
- Click Edit.
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Provide access to your obligations:
The default internal access is set to Public Read Only, and external access is set to Private. You can define your own sharing settings.
Default internal access: Public Read Only
Default External Access (If needed): Private
- Save your changes.
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