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Create and Assign Complaint Data Sharing Permission Sets for Compliance

Create Compliant Data Sharing for compliance admin and user permission sets by cloning the Compliance Admin and Compliance User permission sets.

Required Editions

Available in: Lightning Experience
Available in: All Industry Clouds, Sales Cloud, Service Cloud View editions availability.
User Permissions Needed
To set up Process Compliance Navigator: Compliance Admin permission set
To use Process Compliance Navigator: Compliance User permission set
To set up Compliant Data Sharing: Configure Compliant Data Sharing system permission
To share records using Compliant Data Sharing:

Use Compliant Data Sharing system permission

AND

Be the owner of the record OR have edit access on the record through Compliant Data Sharing
To have a record shared with you using Compliant Data Sharing: Use Compliant Data Sharing system permission

The Configure Compliant Data Sharing and Use Compliant Data Sharing system permissions are off by default.

  1. From Setup, in the Quick Find box, enter and select Permission Sets.
  2. Click Clone next to the Compliance Admin permission set.
  3. Enter a name and description, and then save your changes.

    Compliant Data Sharing for Compliance Admin

  4. On the Compliant Data Sharing for Compliance Admin permission set, click System Permissions, and then click Edit.
  5. Select Configure Compliant Data Sharing system permission.
  6. Save your changes.
  7. Complete the steps to create a Compliant Data Sharing for Compliance User permission set by cloning the Compliance User permission set, and then selecting the Use Compliant Data Sharing system permission.

Assign the permission sets to users.

See Also