Restrict Experience Cloud Site User Access to Cases

Determine whether users with Customer Community Plus licenses can view and edit cases in which they’re listed as the contact. You can disable the standard sharing behavior that grants the assigned contact and everyone in their role hierarchy access to a case. After disabling this sharing behavior, you can control access to cases by creating a manual share or by using Apex managed sharing.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
Applies to: LWR, Aura, and Visualforce sites

For example, Acme has offices around the world, and it wants to keep its cases private within each office location. By disabling the standard sharing behavior, Experience Cloud site users who transfer from one of Acme’s locations to another can no longer bring their assigned cases with them.

  1. From Setup, enter Sharing Settings in the Quick Find box, and then select Sharing Settings.
  2. In the Other Settings section, deselect Grant site users access to related cases.