Experience Cloud Site Access to Discovery Framework

Enable guest users who aren’t logged in to an Experience Cloud site to access Discovery Framework objects and components. Create a permission set that grants read-only access, assign the permission set to guest users, and create sharing rules that allow data to be available to guest users. Learn about the considerations to keep in mind regarding guest user access.

Required Editions

View supported product editions.

Explore and Learn

Watch this video to learn how to deploy Discovery Framework components on Experience Cloud sites for guest users for a Financial Services scenario.

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Create and Assign Guest User Permissions for Discovery Framework Access
Enable guest users to access Discovery Framework–based Omniscript assessments on Experience Cloud sites.
Configure External User Assessments
Turn on external user assessments, and then select the customized Send Assessment Email template flow to use to send assessment notifications to users.
Create Experience Cloud Site Guest User Sharing Rules for Discovery Framework
Create guest user sharing rules that allow anonymous guest users access to Omnistudio and Discovery Framework content on your Experience Cloud site. A guest user sharing rule is a criteria-based sharing rule that grants read-only access to unauthenticated guest users.
Customize the Assessment Envelope Email Template Flow
The Send Assessment Envelope Email flow is provided as a standard flow template. You can clone the template and customize it to suit your business processes
Considerations for Configuring Guest User Access to Discovery Framework Omniscripts
When configuring Experience Cloud site guest user access to Discovery Framework–based Omniscripts, keep these considerations in mind.