---
schema_version: "1"
id: ae4aad15576d9fedb4a9e61dc14550deca484ad2bfc93daff67de23f63993503
title: Set Up Experience Cloud Portal Access
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/aps_bm_ia_setup_experience_cloud_portal_access.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.aps_bm_ia_setup_experience_cloud_portal_access.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d51ce5d2b44293fa2a46695e7eb60404691fd737071adb8e4d9eac97e933b5b1
description: Grant constituents secure, self-service access to run the intake application on the portal, instead of relying on internal staff to submit on their behalf.
products:
  - Public Sector
release: "264"
---
# Set Up Experience Cloud Portal Access

Grant constituents secure, self-service access to run the intake application on the portal, instead of relying on internal staff to submit on their behalf.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=ind.psc_supported_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the editions, user interfaces, and add-ons that support Public Sector.">View supported product editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d25774e60">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d25774e60 ">To create, customize, and publish an Experience Cloud site:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25774e60 ">Create and Set Up Experiences AND View Setup and Configuration</td>

          </tr>
        </tbody>
      </table>

Update the portal profile with the necessary permissions, assign Experience Cloud users the required permission set groups, and configure sharing and field-level security so the intake application runs correctly on the portal.

## Set Up Benefit Assistance Site

Before you begin:

- [Enable Person Accounts on the org](https://help.salesforce.com/s/articleView?id=sales.account_person_enable.htm&type=5&language=en_US).

1. [Create a Site from the Benefit Assistance Template](https://help.salesforce.com/s/articleView?id=ind.psc_benefit_assistance_site_create.htm&type=5&language=en_US).
2. Add members to the site.
    1. In the Administration workspace, click **Members**.
    2. Under Select Profiles, for Search, select **All**.
    3. Move **Customer Community Plus User** and **ccpclone** to the Selected Profiles list.
    4. Save your changes.
3. Preview the site, and activate and publish it when you're ready. See [Build and Customize Your Experience Cloud Site](https://help.salesforce.com/s/articleView?id=experience.exp_cloud_build.htm&type=5&language=en_US).

## Update ccpclone Profile

1. From Setup, enter Profiles. Then, edit the cloned profile **ccpclone**.
2. Under General User Permissions, assign these permissions.
    - **Enables consumers and partners to execute OmniScripts, DRs, Cards through a Community or off platform**
    - **Run Expression Sets**
    - **Run Flows**
3. Under Standard Object Permissions, enable these Omni related permissions.
    - Omni Data Transformations (read)
    - Omni Data Transformation Items (read)
    - Omni Electronic Signature Templates (read)
    - Omni Processes (read)
    - Omni Process Compilations (read)
    - Omni Process Elements (read)
    - Omni Process Transient Data (read)
    - Omni Script Configurations (read)
    - OmniScript Saved Sessions (read, create, edit, delete)
    - Omni UI Cards (read)

## Create a Custom Permission Set

1. Create a permission set named Integrated Eligibility Community Access.
2. Under Object Settings, select **Party Relationship Groups**.
3. Click **Edit**, and grant **Read** and **Edit** access to the object and its Type field.

## Configure Experience Cloud User

Assign access permissions to Experience Cloud constituent users so they can complete and submit applications.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
          <colgroup>
            <col style="width:50%">
            <col style="width:50%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d25774e340">User Permissions
                Needed</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d25774e340 ">To assign permissions:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25774e340 ">Manage Profiles and Permission Sets</td>

            </tr>
          </tbody>
        </table>

Integrated Application supports both Customer Community (CC) and Customer Community Plus (CCP) users. However, because CC licenses carry Account read restrictions, the system can pre-fill saved profile data only for returning CCP users. CC users can complete and submit applications, but their previously saved profile data will not automatically fill on subsequent applications. For more information on portal user setup, see [Public Sector Solutions Experience Cloud Sites](https://help.salesforce.com/s/articleView?id=ind.psc_experience_cloud_sites.htm&type=5&language=en_US).

To assign permission sets to the CCP user:

1. From Setup, in the Quick Find box, enter Users.
2. Select your constituent Experience Cloud user.
3. Edit Permission Set Group Assignments and assign the **Benefit\_Management\_Constituent** permission set group to your constituent Experience Cloud user.
4. Edit and assign these permission sets to the constituent user.
    - Context Service Runtime
    - Data Cloud User
    - Omnistudio Experience Cloud User
    - Omnistudio User
    - Process Unstructured Documents for Customer Community
    - Prompt Template User
    - Public Sector Access for Community User
5. Save your changes.

## Configure Sharing Settings

Enable sharing settings on a few objects to show the Omniscript and execute the Data Mappers and Flexcards in the Community Portal successfully.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
          <colgroup>
            <col style="width:50%">
            <col style="width:50%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d25774e460">User Permissions
                Needed</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d25774e460 ">To configure sharing settings:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25774e460 ">Manage Sharing</td>

            </tr>
          </tbody>
        </table>

1. From Setup, enter Sharing Settings.
2. Edit the organization-wide defaults.
3. Change the Default Internal Access and Default External Access for these objects.
    
    Public Read/Write:
    
    - Omni Process Transient Data
    - OmniScript Saved Session
    
    Public Read Only:
    
    - ActionPlanTemplate
    - Application Stage Definition
    - Application Render Method
    - Benefit Type
    - Expression Set
    - Omni DataPack
    - Omni Data Transformation
    - Omni Electronic Signature Template
    - Omni Global Auto Number
    - Omni Process
    - Omni UI Card
4. Save your changes.

## Update Field-Level Security

[Set the field-level security of these objects](https://help.salesforce.com/s/articleView?id=platform.users_fields_fls.htm&type=5&language=en_US), using the table as a guide.

 
| Object | Fields to Make Visible |
| --- | --- |
| IntakeFormSection | IsSubmitted, SequenceNumber, IsRequired |
| ApplicationStageDefinition | EditTypeAppRenderMethod, ViewTypeAppRenderMethod |
| ApplicationRenderMethod | MethodRecord, MethodName |
| ApplicationForm | Account, UsageType, Stage, SubmissionDate |
| Document Checklist Item | ExtractedData |
| Applicant | IsPreparingFood, IsLivingTogether |
| PartyProfile | Citizenship |
| Benefit | EligibilityExpressionSetId |
| Omni UI Card | All fields |
| OmniScript Saved Sessions | All fields |
| Omni Process | All fields |
| Omni Process Compilation | All fields |
| Omni Process Element | All fields |
| Omni Process Assessment Question Version | All fields |
| Omni Process Transient Data | All fields |
| Omni DataPack | All fields |
| Omni Data Transformation | All fields |
| Omni Data Transformation Item | All fields |
| Omni Electronic Signature Template | All fields |