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Create Account Sharing Rules
After you create the Secondary School and College record types for the Account object, create a sharing rule that grants portal users Read Only access to the records.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
| User Permissions Needed | |
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| To create account sharing rules: | Education Cloud Full Access |
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From Setup, in the Quick Find box, enter Sharing Settings, then select Sharing Settings.
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Next to Account Sharing Rules, click New.
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Enter a label name and rule name.
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If required, enter a description.
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Select Based on criteria as the rule type.
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For Select which records to be shared, add these criteria:
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For Field, select Account Record Type.
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For Operator, select Equals.
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For Value, select Business, College, Secondary School, and Military.
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For Select the users to share with, select Public Groups and All Customer Portal Users.
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For Select the level of access for the users, select these fields:
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Default Account and Contract Access: Read Only
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Opportunity Access: Private
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Case Access: Private
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Save your changes.
