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Manage Sharing For Your Mentoring Program

Update program sharing rules and create sharing sets for facilitators, mentors, and mentees.

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

Update Sharing Rules for Mentoring

  1. From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.

  2. From Manage sharing settings for, select Programs.

  3. For Program Sharing Rules, click New.

  4. In Label, enter Program Community Sharing. Press Tab to automatically fill the Rule Name field.

  5. Select Based on criteria as the rule type.

  6. For Criteria, set these values.

    1. From Field, select Show on Learner Portal.

    2. From Operator, select equals.

    3. From Value, select True.

  7. From Share with, select Public Groups, and then select All Customer Portal Users.

  8. From Access Level, select Read Only.

  9. Save your changes.

Update Sharing Rules for Benefit Types

  1. From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.

  2. From Manage sharing settings for, select Benefit Types.

  3. For Benefit Type Sharing Rules, click New.

  4. In Label, enter Mentoring Benefit Type Sharing. Press Tab to automatically fill the Rule Name field.

  5. Select Based on criteria as the rule type.

  6. For Criteria, set these values.

    1. From Field, select Category.

    2. From Operator, select equals.

    3. From Value, select Mentoring.

  7. From Share with, select Public Groups, and then select All Customer Portal Users.

  8. From Access Level, select Read Only.

  9. Save your changes.

Update Sharing Rules for Omni Process

  1. From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.

  2. From Manage sharing settings for, select Omni Processes.

  3. From Omni Process Sharing Rules, click New.

  4. In Label, enter Mentoring Omni Process Sharing. Press Tab to automatically fill the Rule Name field.

  5. Select Based on criteria as the rule type.

  6. For Criteria, add these values:

    Field Operator Value
    Designer Customization Type equals Discovery Framework
    Type equals YourOmniScriptType
    Sub Type equals YourOmniScriptSubType

  7. From Share with, select Public Groups, and then select All Customer Portal Users.

  8. From Access Level, select Read Only.

  9. Save your changes.

Update Sharing Rules for Units of Measure

  1. From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.

  2. From Manage sharing settings for, select Units of Measure.

  3. From Unit of Measure Sharing Rules, click New.

  4. In Label, enter Mentoring Unit of Measure Sharing. Press Tab to automatically fill the Rule Name field.

  5. Select Based on record owner as the rule type.

  6. From Unit of Measure: owned by members of, select Public Groups, and then select All Internal Users.

  7. From Share with, select Public Groups, and then select All Customer Portal Users.

  8. From Access Level, select Read Only.

  9. Save your changes.

Create a Mentee Sharing Set

  1. From Setup, in the Quick Find box, enter Digital Experiences, and then select Settings.

  2. Under Sharing Sets, click New.

  3. Enter a label for the sharing set, such as Mentee Sharing. Press Tab to automatically fill the Sharing Set Name field.

  4. From Available Profiles, add your mentee profile to the Selected Profiles list.

  5. For Objects, add Account, Benefit Assignment, and Program Enrollment to the Selected Objects list.

  6. Under Configure Access, for Account, click Set Up.

  7. Select these mapping values.

    1. For User, select Contact.Account.

    2. For Target Account, select Id.

    3. For Access Level, select Read Only.

  8. Click Update.

  9. Under Configure Access, for Benefit Assignment, click Set Up.

  10. Select these mapping values.

    1. For User, select Contact.

    2. For Target Benefit Assignment, select ProgramEnrollment.Contact.

    3. For Access Level, select Read Only.

  11. Click Update.

  12. Under Configure Access, for Program Enrollment, click Set Up.

  13. Select these mapping values.

    1. For User, select Contact.

    2. For Target Program Enrollment, select Contact.

    3. For Access Level, select Read Only.

  14. Click Update.

  15. Save your changes.

Create a Mentor Sharing Set

  1. From Setup, in the Quick Find box, enter Digital Experiences, and then select Settings.

  2. Under Sharing Sets, click New.

  3. Enter a label for the sharing set, such as Mentor Sharing. Press Tab to automatically fill the Sharing Set Name field.

  4. For Available Profiles, add your mentor profile to the Selected Profiles column.

  5. For Objects, add Account, Benefit Assignment, and Provider Offering to the Selected Objects list.

  6. Under Configure Access, for Account, click Set Up.

  7. Select these mapping values.

    1. For User, select Contact.Account.

    2. For Target Account, select Id.

    3. For Access Level, select Read/Write.

  8. Click Update.

  9. Under Configure Access, for Benefit Assignment, click Set Up.

  10. Select these mapping values.

    1. For User, select Contact.

    2. For Target Benefit Assignment, select Provider.

    3. For Access Level, select Read/Write.

  11. Click Update.

  12. Under Configure Access, for Provider Offering, click Set Up.

  13. Select these mapping values.

    1. For User, select Contact.

    2. For Target Provider Offering, select Contact.

    3. For Access Level, select Read Only.

  14. Click Update.

  15. Save your changes.