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Set Up Sharing Settings for Assessments on Experience Cloud Sites
Create a sharing rule that gives guest users access to Omnistudio processes. Create a sharing set that gives authenticated users access to assessment objects.
Required Editions
| Available in: Enterprise and Unlimited Editions with Health Cloud and Health Cloud Customer Community or Health Cloud Customer Community Plus license. |
| User Permissions Needed | |
|---|---|
| To create sharing rules: | Manage Sharing |
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Give guest users access to the Omnistudio processes required to complete
assessments.
- From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.
- From the Manage sharing settings for dropdown list, select Omni Processes.
- Next to Omni Process Sharing Rules, click New.
- Enter a label such as OmniProcess Guest User Role.
- For the Rule Type, select Guest user access, based on criteria.
- In the Criteria section, select the Field as Active, the Operator as equals, and the Value as True.
- In the Select the users to share with section, select the Omnistudio guest user profile.
- In the Select the level of access for the users, select Read Only.
- Save your changes.
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Give authenticated users access to the assessment objects required to complete
assessments.
- From Setup, enter Digital Experiences in the Quick Find box, then select Settings.
- In the Sharing Sets related list, click New.
- Enter a label such as Assessment Objects for Authenticated Users.
- Select the profile you created for authenticated users on Experience Cloud sites. If you haven’t already created this profile, see Configure Assessment Access for Authenticated Users.
- Select the Assessment and Assessment Envelope objects.
- Configure Read Only access for each object.
- Save your changes.
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