![]() Grant Profiles Access to Financial Deal Object In step 5, select McDonald, Rob and Melly, Charlie and click Assign.In step 3, click the Compliant Data Sharing User permission set.He performs the steps mentioned in the previous section with the following changes. Next, Matt assigns the Compliant Data Sharing User permission set to Rob and Charlie. She doesn’t have access to general admin settings. Now that Matt has created the appropriate permission sets for CDS managers and users, he must assign the permission sets to Deandra, Rob, and Charlie.Īs a CDS manager, Deandra only gets access to CDS settings. In step 9, enable only the Use Compliant Data Sharing permission.He performs the steps in the previous section with the following changes. To give them access, Matt creates permission sets the same way he did for Deandra but enables only the permission to use CDS. Enable Configure Compliant Data Sharing and Use Compliant Data Sharing permissions.ĬDS users must be able to access records but not configure CDS.Under System, click System Permissions, and then click Edit.On the Permission Sets Setup page, click the new Compliant Data Sharing Manager permission set. ![]()
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