Setting up Permission Sets for Experience Cloud Sites
You must clone or create permission sets for the same purpose as the cloned Customer Community Plus User profile. You can then modify the permission set to add the object and field level access that Customer Community Plus users need, such as Edit access to fields on the project for project managers. The minimum required permissions are shown in the table below. You can assign the permission set to your site's users by modifying their user record.
For more information about permissions, see User Permissions and Access in the Salesforce Help.
For information about the permission sets, permission set groups, and custom permissions provided with each Certinia product, follow the relevant link in the table below.
Product | Further Information |
---|---|
Accounting | Accounting Permissions |
PSA | PSA Permissions |
Order and Inventory Management | Order and Inventory Management Permissions |
For more information about how to clone profiles, see Create or Clone Profiles in the Salesforce Help.