Configure Internal Users for Wellness Check Survey Authentication

In the Wellness Check Experience Cloud site, internal users are employees with full Salesforce licensing capabilities. If you plan to require survey recipients to authenticate to access the survey, configure internal users to respond with their credentials.

Note In the Spring ’21 release, Community Cloud was renamed to Experience Cloud. As part of this rebranding effort, you can expect changes for both tools and terminology.

In the Wellness Check site, external users are users with Community, Customer Portal, External Identity, or partner portal licenses. External users must also be configured to respond if you plan to require survey authentication, but the steps are different. For details, see Configure External Users for Wellness Check Survey Authentication.

1. From Setup, search for and select All Sites.
2. Next to the Wellness Check site, click Workspaces.
3. From My Workspaces, click the Administration tile.
4. Under Login & Registration, select Allow internal users to log in directly to the site.
5. Under Members, select the profiles used by survey recipients who must be able to authenticate to access a wellness survey.
   

   Note The decision to require authentication is made when a survey is sent or scheduled. You're configuring internal users so that they can authenticate, if needed, not that they have to authenticate to access all surveys.
6. Configure sharing access so that internal site users can access the surveys and survey invitations that they receive.
   Use the sharing mechanism that works best for your data sharing design. For an overview, see Control Who Sees What.

   To use sharing settings to configure read-only access to all surveys and survey invitations by all internal users, follow these steps.

   1. From Setup, search for and select Sharing Settings.
   2. Create a Survey sharing rule that shares read-only access to records owned by All Internal Users to the All Internal Users group.
   3. Create a Survey Invitation sharing rule that shares read-only access to records owned by All Internal Users to the All Internal Users group.