Setting up Profiles for Experience Cloud Sites
You can assign a profile to a user when creating a new user or modifying the record of an existing user. Each profile allows the user access to different objects. You must clone the Customer Community Plus User and Partner Community User profiles and enable them for members of your site. You can then modify the profile to add the permissions Customer Community Plus users and Partner Community users need.
For more information about how to clone profiles, see Create or Clone Profiles in the Salesforce Help.
Creating Sharing Sets
You can decide which objects to give your users access to. You must create sharing sets to share the records with your users. A user can only see an object if their profile allows them at least read-only access to it.
For a list of the minimum permissions required, see the following:
- Accounting Experience Cloud Site Minimum Permissions
- PSA Experience Cloud Site Minimum Permissions
- SCM Experience Cloud Site Minimum Permissions
For more information about how to create sharing sets, see the Salesforce Help.