Set up incremental levels of access so that external users such as your partners or
customers only view the information that you want to share. You can control sharing access at the
level of objects, fields, and records. Ensure that partners and customers using the Experience
Cloud sites get the right level of access on relevant records.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions |
Review the following resources to set up different levels of sharing for your external
users.
- To set up object-level access, see Edit Object Permissions in Profiles.
- To set up field-level access, see Set Field Permissions in Permission Sets and
Profiles.
- To share accounts and related contacts, opportunities, and cases with groups of users, see
Share Accounts.
- To set up sharing settings for external user’s access to objects, see Manage Sharing Settings.
- To set up role-based sharing of records with external users, see Grant Access to Records with Manual Sharing in Lightning
Experience.
- To set up owner-based sharing of records with external users, see Create Owner-Based Sharing Rules.
- To set up criteria-based sharing of records with external users, see Create Criteria-Based Sharing Rules.
- To create a sharing set for a user profile, see Create a Sharing Set.