Enable Sharing Settings for Your Provider Experience Cloud Site Users
Enable sharing settings for objects so that your site users (new or recruited providers)
can access records that recruitment specialists create during the recruitment process. Specify the
rule criteria for sharing records and select the users with whom the data must be
shared.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health Cloud
User Permissions Needed
To create sharing rules:
Manage Sharing
From Setup, go to Sharing Settings.
Create a sharing rule for the Accounts object.
Click New.
Enter a label and rule name.
Select the Guest user access, based on criteria rule type.
Specify the criteria for sharing records, as required.
Share with the Guest User profile for your provider site.
Set Read Only as the default level of access.
Save your changes.
Create a sharing rule for these objects.
Board Certifications
Business Licenses
Care Provider Adverse Actions
Care Specialties
Healthcare Providers
Healthcare Provider NPIs
Healthcare Provider Specialties
Individual Applications
Insurance Policies
Omni DataPacks
Omni Data Transformations
Omni Electronic Signature Templates
Omni Processes
Omni UI Cards
OmniScript Saved Sessions
Person Educations
Person Employments
Data Mapper Bulk Data
Vlocity DocuSign Template
Click New.
Enter a label and rule name.
Select the Based on record owner rule type.
Specify the criteria for sharing records. Select Roles and then
select the role name to share the records owned by users of that role.
Share with Public Groups and then select the group name to share
the records with users of that group.
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