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Compliant Data Sharing
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            Assign Permissions to Users for Compliant Data Sharing

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            Assign Permissions to Users for Compliant Data Sharing

            To let users configure and use the Compliant Data Sharing feature, assign them appropriate permission.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions in Financial Services Cloud
            Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Public Sector Solutions
            User Permissions Needed
            To assign permission sets:

            Assign Permission Sets

            AND

            View Setup and Configuration

            Ensure that Compliant Data Sharing is enabled for one or more objects in your organization.

            Create the permission sets for both using and configuring Compliant Data Sharing before attempting to assign them to users. Also ensure that users have already been assigned the required permission set license.

            1. From Setup, in the Quick Find box, enter Permission Sets, and then click Permission Sets.
            2. On the Permission Sets Setup page, click the name of the permission set to assign.
            3. Click Manage Assignments, and then click Add Assignments.
            4. Select users and then click Assign.

            See Also

             
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