Manage Application Permissions and Sharing

Prepare your users to access your application.

Editions Needed

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

• Sharing Considerations for Applications
  Consider how and when to share application information with applicants.
• Create Permission Sets for Internal Users
  Create and assign permission sets for processors and internal reviewers.
• Create Permission Sets for Applicants and External Reviewers
  Create and assign permission sets for applicants and external reviewers.
• Create a Sharing Set for Applicants
  Create a sharing set for the users who apply for themselves.
• Create a Sharing Set for Third-Party Representatives
  Create a sharing set for users who apply on behalf of an applicant, such as parents, guardians, or commissioned agents.
• Create Account Sharing Rules
  After you create the Secondary School and College record types for the Account object, create a sharing rule that grants portal users Read Only access to the records.
• Manage Application Decision Sharing
  Application decision records are automatically shared with Experience Cloud users on the decision release date and early application release date that you define on the application timeline object.