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Set Up Experience Cloud Portal Access

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Set Up Experience Cloud Portal Access

Grant constituents secure, self-service access to run the intake application on the portal, instead of relying on internal staff to submit on their behalf.

Required Editions

View supported product editions.
User Permissions Needed
To create, customize, and publish an Experience Cloud site: Create and Set Up Experiences AND View Setup and Configuration

Update the portal profile with the necessary permissions, assign Experience Cloud users the required permission set groups, and configure sharing and field-level security so the intake application runs correctly on the portal.

Set Up Benefit Assistance Site

  1. Create a Site from the Benefit Assistance Template.
  2. Add members to the site.
    1. In the Administration workspace, click Members.
    2. Under Select Profiles, for Search, select All.
    3. Move Customer Community Plus User and ccpclone to the Selected Profiles list.
    4. Save your changes.
  3. Preview the site, and activate and publish it when you're ready. See Build and Customize Your Experience Cloud Site.

Update ccpclone Profile

  1. From Setup, enter Profiles. Then, edit the cloned profile ccpclone.
  2. Under General User Permissions, assign these permissions.
    • Enables consumers and partners to execute OmniScripts, DRs, Cards through a Community or off platform
    • Run Expression Sets
    • Run Flows
  3. Under Standard Object Permissions, enable these Omni related permissions.
    • Omni Data Transformations (read)
    • Omni Data Transformation Items (read)
    • Omni Electronic Signature Templates (read)
    • Omni Processes (read)
    • Omni Process Compilations (read)
    • Omni Process Elements (read)
    • Omni Process Transient Data (read)
    • Omni Script Configurations (read)
    • OmniScript Saved Sessions (read, create, edit, delete)
    • Omni UI Cards (read)

Create a Custom Permission Set

  1. Create a permission set named Integrated Eligibility Community Access.
  2. Under Object Settings, select Party Relationship Groups.
  3. Click Edit, and grant Read and Edit access to the object and its Type field.

Configure Experience Cloud User

Assign access permissions to Experience Cloud constituent users so they can complete and submit applications.

Required Editions

User Permissions Needed
To assign permissions: Manage Profiles and Permission Sets

Integrated Application supports both Customer Community (CC) and Customer Community Plus (CCP) users. However, because CC licenses carry Account read restrictions, the system can pre-fill saved profile data only for returning CCP users. CC users can complete and submit applications, but their previously saved profile data will not automatically fill on subsequent applications. For more information on portal user setup, see Public Sector Solutions Experience Cloud Sites.

To assign permission sets to the CCP user:

  1. From Setup, in the Quick Find box, enter Users.
  2. Select your constituent Experience Cloud user.
  3. Edit Permission Set Group Assignments and assign the Benefit_Management_Constituent permission set group to your constituent Experience Cloud user.
  4. Edit and assign these permission sets to the constituent user.
    • Context Service Runtime
    • Data Cloud User
    • Omnistudio Experience Cloud User
    • Omnistudio User
    • Process Unstructured Documents for Customer Community
    • Prompt Template User
    • Public Sector Access for Community User
  5. Save your changes.

Configure Sharing Settings

Enable sharing settings on a few objects to show the Omniscript and execute the Data Mappers and Flexcards in the Community Portal successfully.

Required Editions

User Permissions Needed
To configure sharing settings: Manage Sharing
  1. From Setup, enter Sharing Settings.
  2. Edit the organization-wide defaults.
  3. Change the Default Internal Access and Default External Access for these objects.

    Public Read/Write:

    • Omni Process Transient Data
    • OmniScript Saved Session

    Public Read Only:

    • ActionPlanTemplate
    • Application Stage Definition
    • Application Render Method
    • Benefit Type
    • Expression Set
    • Omni DataPack
    • Omni Data Transformation
    • Omni Electronic Signature Template
    • Omni Global Auto Number
    • Omni Process
    • Omni UI Card
  4. Save your changes.

Update Field-Level Security

Set the field-level security of these objects, using the table as a guide.
Object Fields to Make Visible
IntakeFormSection IsSubmitted, SequenceNumber, IsRequired
ApplicationStageDefinition EditTypeAppRenderMethod, ViewTypeAppRenderMethod
ApplicationRenderMethod MethodRecord, MethodName
ApplicationForm Account, UsageType, Stage, SubmissionDate
Document Checklist Item ExtractedData
Applicant IsPreparingFood, IsLivingTogether
PartyProfile Citizenship
Benefit EligibilityExpressionSetId
Omni UI Card All fields
OmniScript Saved Sessions All fields
Omni Process All fields
Omni Process Compilation All fields
Omni Process Element All fields
Omni Process Assessment Question Version All fields
Omni Process Transient Data All fields
Omni DataPack All fields
Omni Data Transformation All fields
Omni Data Transformation Item All fields
Omni Electronic Signature Template All fields
 
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