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Configure Sharing Rules for Site Users

Configure Sharing Rules for Site Users

Sharing rules give your site users greater access by making automatic exceptions to your org-wide sharing settings.

  1. From Setup, use Quick Find to search for sharing.
  2. Click Sharing Settings.
  3. Click Edit.
  4. Now set these object values for the default external access:

    Object

    Default External Access

    Lead

    Public Read/Write

    Account and Contract

    Public Read/Write

    Opportunity

    Public Read/Write

    Badge

    Public Read Only

    Banker

    Public Read Only

    Branch Unit

    Public Read Only

    Claim

    Public Read/Write

    Commission Schedule

    Public Read/Write

    Customer Property

    Public Read/Write

    Insurance Policy

    Public Read/Write

    Insurance Policy Asset

    Public Read/Write

    Location

    Public Read/Write

    Producer

    Public Read/Write

    Producer Commission

    Public Read/Write

    Service Territory

    Public Read/Write

    Document

    Public Read/Write

    Document Clause

    Public Read/Write

    Document Template

    Public Read/Write

    Document Token

    Public Read/Write

    Party

    Public Read/Write

    Party Merge Request

    Public Read/Write

    Party Relationship

    Public Read/Write

    State Transition

    Public Read/Write

    Vlocity Party Relationship Type

    Public Read/Write

    Vlocity UI Template

    Public Read/Write

 
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