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Give Guest Users Access to Provider Search
Give guest users on your Experience Cloud site a way to search for healthcare providers by specialty, location, and other factors. Turn on Provider Search for guest users and assign the profile, permission sets, and object access needed to view providers.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud and the Health Cloud Customer Community or Health Cloud Customer Community Plus license |
| User Permissions Needed | |
|---|---|
| To administer Health Cloud: | Health Cloud Foundation permission set |
| To assign Read access to objects: | View Setup and Configuration |
| To create sharing rules: | Manage Sharing |
When you create an Experience Cloud site, Salesforce creates a profile, a user record, and sharing mechanisms that are available only to guest users. All guest visitors to a public site share a guest user record (one per site) and have the same access level. For this reason, be careful and thoughtful before you share data with guest users.
Enable Provider Search Guest User Org Preference
Turn on Provider Search for guest users on an Experience Cloud site so they can search for providers and view provider relationship cards.
- From Setup, in the Quick Find box, enter Provider Search, and then select Provider Search Settings.
- Click the Guest Experience tab, and then enable Provider Search for Guest Users.
- Click Assign Owner.
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Select an owner for the Care Provider Searchable Field records.
Note We recommend assigning an admin user as the record owner. To share the records with a guest user, the owner of the record is required to have a role. By default, the Autoproc User owns the Care Provider Searchable Field records, and that user can’t have a role. Make sure that the user you select as the new owner has a role and has Read access on the Care Provider Searchable Field object. - Click Assign.
Give the Guest User Profile Access to Provider Search Objects
Configure the guest user profile to have read access to objects used in Provider Search.
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Edit the Guest User read access for Provider Search objects and fields.
- From Setup, enter Digital Experiences in the Quick Find box, then select All Sites.
- Click Builder for the site that contains the provider search component that guest users need access to.
- Select the Settings icon in the navigation panel and click General.
- For Public Access, select Guest users can see and interact with the site without logging in.
- Under Guest User Profile, click the profile name to go to the org Profile page in Setup. You can close the Experience Cloud site builder.
- From the Profile Detail page, click Edit, and then scroll to the Standard Object Permissions section.
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Grant guest users Read access to these Provider Search objects.
Object Name Care Provider Searchable Field Care Specialties Care Taxonomies Contacts Healthcare Payer Networks Healthcare Practitioner Facilities Healthcare Providers Healthcare Provider NPIs Operating Hours Person Languages - Save your work.
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Scroll to the Field-Level Security section. For each object in the table, click View and
grant Read access to the fields listed in the table.
Object Field Care Provider Searchable Field All Fields displayed on provider relationship cards Care Specialty Specialty Type Care Taxonomies Taxonomy Type Contact Gender Healthcare Payer Network Network Type Healthcare Practitioner Facility Custom fields configured in Care Provider Search Config Healthcare Provider Provider Type and custom fields configured in Care Provider Search Config Healthcare Provider NPI Active, Name, NPI, NPI Type Operating Hours Description, Name, and Time Zone Person Language Language -
If your site uses Criteria-Based Search and Filter, assign the required permissions.
- Assign the Criteria-Based Search and Filter for Experience Cloud permission set to the guest user profile.
- If your site displays search results as cards, create a custom permission set that gives read access to OmniStudio objects. See Grant Digital Experience Guest Users OmniStudio Access. Then assign this custom permission set to the guest user profile.
- Save your work.
Create Sharing Rules for Provider Search Guest Users
Create a sharing rule for the Care Provider Searchable Field record to give the Provider Search guest user access to read these records.
- From Setup, in the Quick Find box, enter Sharing Settings, then select Sharing Settings.
- Scroll down to the Care Provider Searchable Field Sharing Rules, and then click New.
- Enter the Label name. We suggest Share Provider Search Records.
- Keep the default Rule Name.
- Select the Rule Type Guest user access, based on criteria.
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Enter rule criteria.
If you use the Provider Search component on your site, enter Unique Key not equal to null.If you use the Criteria-Based Search and Filter component on your site, enter Created by Starts with 005.Add criteria to filter publicly available records as needed. Without additional criteria, all the searchable object records are publicly available.
- In Additional Options, select Include records owned by high-volume users.
- Select to share with the Provider Search Guest User.
- Set the Access Level to Read Only.
- Save your work.
