--- schema_version: "1" id: bf8646161f725f7d912883ed278f047267bce12dd28e951d2303fd3d634ead5c title: Create Sharing Rules and Sharing Sets for Self-Scheduling Workflows collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_appointment_self_scheduling_workflow_sharing_rules.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_appointment_self_scheduling_workflow_sharing_rules.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 4ea4f63e350ddb5fe5c3a3ad21312392d2553d4c4f03095dc1b5ba7a8c173115 description: Create sharing rules to manage access to appointment scheduling objects that have external access set to private. products: - Health release: "264" --- # Create Sharing Rules and Sharing Sets for Self-Scheduling Workflows Create sharing rules to manage access to appointment scheduling objects that have external access set to private. ### Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud
User Permissions Needed
To use self-service appointment scheduling:

OmniStudio in Lightning Experience Patient

AND

Appointment Scheduling on Health Cloud

To create sharing rules: Manage Sharing
1. From Setup, in the Quick Find box, enter Sharing Settings, and then select **Sharing Settings**. 2. In Managed Sharing Settings for, select **Accounts** and create a sharing rule for authenticated users. 1. In the Account Sharing Rules section, click **New**. 2. For Label, enter Account Sharing Settings. Accept the default name. 3. Enter these details. | Field | Value | | --- | --- | | Rule Type | Based on criteria | | Criteria | Account Record Type equals Business | | Share with | Public Groups - All Customer Portal Users | | Default Account and Contract Access | Read Only | 3. Click **Save** and click **OK** at the prompt. 4. To give guest users access to the Intelligent Appointment Management objects, create a rule for each required object. 1. Select Accounts and then, in the Account Sharing Rules section, click **New**. 2. For Label, enter Account Sharing Settings Guest. Accept the default name. Then enter these details. | Field | Value | | --- | --- | | Rule Type | Guest user access, based on criteria | | Criteria | Account Record Type equals Business | | Share with | Guest User | | Default Account and Contract Access | Read Only | 3. Click **Save** and click **OK** at the prompt. 4. Add a rule for each of these objects. For each rule, enter a descriptive label that specifies Guest. Select the **Guest user access, based on criteria** rule type, share the object with the ** Guest User**, and set the level of access to **Read Only**. In this list, indicates an empty field value. For these criteria, don’t enter anything in the Value field.
Object Criteria
Appointment Reasons Is Active equals True
Assets Name not equal to <blank>
Asset Types Name not equal to <blank>
Care Provider Facility Specialties Active equals True
Care Provider Searchable Field Care Provider Searchable Field Name not equal to <blank>
Care Specialties Active equals True
Code Sets Active equals True
Code Set Bundles Name not equal to <blank>
Engagement Channel Types Active equals True
Healthcare Facility Networks

Facility Network Name not equal to <blank>

AND

Active equals True
Healthcare Payer Networks

Payer Network Name not equal to <blank>

AND

Active equals True
Healthcare Practitioner Facilities

Practitioner Facility Name not equal to <blank>

AND

Active equals True
Healthcare Providers Healthcare Provider Name not equal to <blank>
Healthcare Provider NPIs Name not equal to <blank>
Healthcare Provider Specialties Specialty Name not equal to <blank>
Healthcare Provider Taxonomies Taxonomy Name not equal to <blank>
Operating Hours Name not equal to <blank>
Service Resources Name not equal to <blank>
Service Territories Name not equal to <blank>
Work Orders Work Order Number not equal to <blank>
Work Type Asset Types Name not equal to <blank>
Work Type Groups Work Type Group Name not equal to <blank>
Work Types Work Type Name not equal to <blank>
5. Save your changes. 6. From Setup, in the Quick Find box, enter Digital Experiences, and then select **Settings**. 7. Under Sharing Sets, click **New**. Enter a name for the sharing set. 1. Move your cloned Customer Community profile to the Selected Profiles. The cloned profile is based on either a Customer Community Plus User or Customer Community User profile. See [Create a Profile and Assign Permissions to Authenticated Users for Self-Scheduling](https://help.salesforce.com/s/articleView?id=ind.hc_admin_appointment_management_self_scheduling_profile_perms.htm&release=264.0.0&type=5 "Give authenticated users access to the permissions, objects, and fields required to schedule their own appointments."). 2. Move the Account and Service Appointment objects to the Selected Objects list. 8. In the Configure Access section, click **Set Up** next to Account. To give the guest user access to their own account, enter these details. | Field | Value | | --- | --- | | User | Contact.Account | | Target Account | Id | | Access Level | Read/Write | 9. Click **Update**. 10. In the Configure Access section, click **Set Up** next to Service Appointment. To give the guest user access to their own service appointments, enter these details. | Field | Value | | --- | --- | | User | Contact.Account | | Target Account | Account | | Access Level | Read/Write | 11. Click **Update** and save your work. #### See Also - [Create Sharing Rules](https://help.salesforce.com/s/articleView?id=platform.security_sharing_rules_create.htm&type=5&language=en_US) - [Share Waitlist Data with Authenticated Users](https://help.salesforce.com/s/articleView?id=ind.hc_admin_waitlist_management_share_waitlist_data.htm&release=264.0.0&type=5 "Create a profile or update an existing profile to assign the permissions that portal users require to access Waitlist Management objects and flows. Waitlist Management is only available for authenticated portal users.")