---
schema_version: "1"
id: 786c75faae3b1cf884378c3d6f975f296f8179c20c2ff3d2d96cd61a22c48794
title: Manage Sharing For Your Mentoring Program
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_manage_sharing_for_your_mentoring_program.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_manage_sharing_for_your_mentoring_program.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b32ab2c906f048130532e1d5d7639fbb139b63aed7e7640713925c0117f28328
description: Update program sharing rules and create sharing sets for facilitators, mentors, and mentees.
products:
  - Education
release: "264"
---
# Manage Sharing For Your Mentoring Program

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Editions Needed"><caption>Editions Needed</caption> <colgroup><col style="width:100%"></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>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

## 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.