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Experience Cloud Site Access for Partners
Partners often require access to view the details of a loyalty program and its rewards and members. In some cases, partners need access to update the information in the loyalty program. For example, you can provide partners access to view the active promotions that they’re part of and to create transactions where members have purchased a partner product. Based on the requirements of your partners, you can provide them with access to Loyalty Management objects from your Experience Cloud site.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management - Growth or Loyalty Management - Advanced |
Partner Profile and Permission
To provide partners access to the Loyalty Management objects on an Experience Cloud site, partners have to be assigned:
- One of these profiles or a clone of one of these profiles:
- Channel Partner Community
- Customer Community Login User
- Customer Community Plus Login User
- Customer Community Plus User
- Customer Community User
- Partner Community Login User
- Partner Community User
- The Loyalty Management permission set
Object Access
You can provide partners access to these Loyalty Management objects:
| Object | Read | Create | Edit | Delete |
|---|---|---|---|---|
| Loyalty Program |
|
- | - | - |
| Loyalty Program Currency |
|
- | - | - |
| Loyalty Tier Group |
|
- | - | - |
| Loyalty Tier |
|
- | - | - |
| Journal Type |
|
- | - | - |
| Journal SubType |
|
- | - | - |
| Loyalty Program Member |
|
|
|
|
| Loyalty Member Currency |
|
|
|
|
| Loyalty Member Tier |
|
|
|
|
| Loyalty Program Group Member Relationship |
|
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|
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| Promotion |
|
|
|
|
| Loyalty Program Badge |
|
|
|
|
| Benefit Type |
|
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|
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| Benefit |
|
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|
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| Loyalty Tier Benefit |
|
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| Voucher Definition |
|
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| Loyalty Program Partner |
|
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| Loyalty Partner Product |
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| Loyalty Program Partner Currency |
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| Loyalty Program Partner Promotion |
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| Loyalty Program Partner Ledger |
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| Loyalty Program Partner Ledger Summary |
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| Loyalty Program Partner Prepaid Pack |
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| Loyalty Program Member Promotion |
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| Loyalty Program Member Badge |
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| Voucher |
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| Member Benefit |
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| Loyalty Membership Lifecycle |
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| Transaction Journal |
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| Loyalty Ledger |
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