Experience Cloud Site Access for Partners

Partners often require access to view the details of a loyalty program and its rewards and members. In some cases, partners need access to update the information in the loyalty program. For example, you can provide partners access to view the active promotions that they’re part of and to create transactions where members have purchased a partner product. Based on the requirements of your partners, you can provide them with access to Loyalty Management objects from your Experience Cloud site.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management - Growth or Loyalty Management - Advanced

Partner Profile and Permission

To provide partners access to the Loyalty Management objects on an Experience Cloud site, partners have to be assigned:

  • One of these profiles or a clone of one of these profiles:
    • Channel Partner Community
    • Customer Community Login User
    • Customer Community Plus Login User
    • Customer Community Plus User
    • Customer Community User
    • Partner Community Login User
    • Partner Community User
  • The Loyalty Management permission set

Object Access

You can provide partners access to these Loyalty Management objects:

Object Read Create Edit Delete
Loyalty Program Yes - - -
Loyalty Program Currency Yes - - -
Loyalty Tier Group Yes - - -
Loyalty Tier Yes - - -
Journal Type Yes - - -
Journal SubType Yes - - -
Loyalty Program Member Yes Yes Yes Yes
Loyalty Member Currency Yes Yes Yes Yes
Loyalty Member Tier Yes Yes Yes Yes
Loyalty Program Group Member Relationship Yes Yes Yes Yes
Promotion Yes Yes Yes Yes
Loyalty Program Badge Yes Yes Yes Yes
Benefit Type Yes Yes Yes Yes
Benefit Yes Yes Yes Yes
Loyalty Tier Benefit Yes Yes Yes Yes
Voucher Definition Yes Yes Yes Yes
Loyalty Program Partner Yes Yes Yes Yes
Loyalty Partner Product Yes Yes Yes Yes
Loyalty Program Partner Currency Yes Yes Yes Yes
Loyalty Program Partner Promotion Yes Yes Yes Yes
Loyalty Program Partner Ledger Yes Yes Yes Yes
Loyalty Program Partner Ledger Summary Yes Yes Yes Yes
Loyalty Program Partner Prepaid Pack Yes Yes Yes Yes
Loyalty Program Member Promotion Yes Yes Yes Yes
Loyalty Program Member Badge Yes Yes Yes Yes
Voucher Yes Yes Yes Yes
Member Benefit Yes Yes Yes Yes
Loyalty Membership Lifecycle Yes Yes Yes Yes
Transaction Journal Yes Yes Yes Yes
Loyalty Ledger Yes Yes Yes Yes