---
schema_version: "1"
id: 1f906e9c9139fcb4b88086f6d7da956971015575f9186a559f1c0afe8e7b84cf
title: Set Up Community Guest Users for Document Generation
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/doc_gen_setup_guest_user_docgen_two.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.doc_gen_setup_guest_user_docgen_two.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a1e726659ef1fe19c02545f0836668b7a013e6062f5384381c4d5c85cc211635
description: Assign read and create permissions for the Document Generation Processes object within the custom permission sets. Additionally, grant read and edit access for specific fields for a successful document generation from the digital experience sites.
products:
  - Omnistudio Document Generation
release: "264"
---
# Set Up Community Guest Users for Document Generation

Assign read and create permissions for the Document Generation Processes object within the custom permission sets. Additionally, grant read and edit access for specific fields for a successful document generation from the digital experience sites.

### 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;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col>
          <col>
        </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="d5107e74">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5107e74 ">To provide access to Document Generation Processes for customer guest users</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5107e74 ">DocGen Designer</td>

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

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-document_generation-264-0-0-production-enus/f76d5573-56ce-4576-b4b2-7a4f1f2e622b/images/icon_note.png)

Note Community Guest Users are supported only in Industries Communications, Media, Energy & Utilities (CME), and Insurance (INS) managed packages. You can skip these instructions if you're not using these managed packages.

1. Provide access for Document Generation Processes object.
    1. From Setup, in the Quick Find box, enter Permission Sets, select it.
    2. Click your custom permission set, such as Vlocity CLM Guest User, and then click **Object Settings**.
    3. Click **Document Generation Processes**, and then click **Edit**.
    4. In Object Permissions, select **Read** and **Create** permissions.
    5. In Field Permissions, select **Read Access** and **Edit Access** for fields.
        
        - DocGenerationBatchProcessId
        - PdfDocIdentifiersList
        - ReferenceObject
        - RequestText
        - TokenData
        - TokenDataContentDocumentId
    6. In Field Permissions, select **Read Access** for ResponseText.
    7. Save your changes.
2. Provide community guest users access to their digital experience sites.
    1. From Setup, in the Quick Find box, enter All Sites, select it.
    2. Next to the name of the existing community site that you want the guest user to access, click **Builder**.
    3. Click **Settings**.
    4. Under the **General** tab, click the guest user profile link.
    5. Click **Edit**.
    6. In Standard Object Permissions, scroll to Document Generation Processes and select **Read** access.
    7. Similarly, provide read access to the objects that the community guest user uses for document generation.
        
        For example, if the guest user uses the OpportunityID to generate a document, provide read access for the Opportunity object.
    8. Save your changes.
    9. Similarly, provide access to all the digital experience sites where you have set up community guest users.
3. Set up sharing rules to provide guest users read access to records, according to the rule.
    1. From Setup, in the Quick Find box, enter Sharing and select **Sharing Settings**.
    2. In Manage sharing settings for, select **Document Generation Processes**.
    3. Scroll to Document Generation Process Sharing Rules, and click **New**.
    4. Define required fields, such as label and rule name.
    5. In rule type, select **Guest user access, based on criteria**.
    6. In records to be shared, select field as **Created By ID**, operator as **starts with**, and value as 005.
    7. Save your changes.