Guest User Setup Checklist

Complete Your Initial Setup

Configure guest user access for your Experience Cloud sites and pages.

Review best practices for configuring the guest user profile.

Configure the guest user profile.

Create guest user sharing rules to grant record access.

Review site user visibility best practices for guest users. Then, configure guest user visibility.

Assign records created by guest users to a default user.

Optimize SEO for guest users.

Set up web-to-case for guest users.

Test guest user access to your Experience Cloud site.

Manage an Existing Setup

Review guest user object, record, and field access for sites.

Get a detailed report of guest user record visibility using an AppExchange package.

Reassign records owned by guest users.

Remove guest users from queues and public groups.

Remove records shared with guest users through manual sharing or Apex managed sharing.

Respond to Incidents

If you think that guest users have access to records and data that they shouldn’t have, deactivate the site and guest users.

Deactivate your site.

Deactivate guest users by deselecting Guest users can see and interact with the site without logging in.