---
schema_version: "1"
id: 8e3df2cbe74e70a1eea76ea444cb34927443f64318fdb73a9a47f14c11bd5ef5
title: Create and Assign Complaint Data Sharing Permission Sets for Compliance
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/business_compliance_suite_compliant_data_sharing_permissions.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_compliant_data_sharing_permissions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d321cbfd88e1e1b90ab40fb3cbcc63dd08bf339c94c59d0bfe397465233de5a6
description: Create Compliant Data Sharing for compliance admin and user permission sets by cloning the Compliance Admin and Compliance User permission sets.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: All Industry Clouds, Sales Cloud, Service Cloud <a href="https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_editions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported editions and availability for Process Compliance Navigator.">View editions availability</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d2392e68">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d2392e68 ">To set up Process Compliance Navigator:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d2392e68 ">Compliance Admin permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d2392e68 ">To use Process Compliance Navigator:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d2392e68 ">Compliance User permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d2392e68 ">To set up Compliant Data Sharing:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d2392e68 ">Configure Compliant Data Sharing system permission</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d2392e68 ">To share records using Compliant Data Sharing:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d2392e68 ">
              <p>Use Compliant Data Sharing system permission</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Be the owner of the record OR have edit access on the record through Compliant Data
                Sharing</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d2392e68 ">To have a record shared with you using Compliant Data Sharing:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d2392e68 ">Use Compliant Data Sharing system permission</td>

          </tr>
        </tbody>
      </table>

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

- [Permissions and Access Settings](https://help.salesforce.com/s/articleView?id=platform.permissions_about_users_access.htm&language=en_US)