Universal Containers plans to launch a self-service Experience Cloud site for customer support. The administrator needs to allow logged-in portal users to view their own support cases and access public Knowledge articles. Which two actions should the administrator take to fulfill these requirements?
- Assign permission sets to external users to grant object-level access to Cases and Knowledge.Answer
- Configure Sharing Sets to grant portal users access to Cases associated with their Account or Contact.Answer
- CCreate separate custom profiles for each portal user to grant unique additive permissions.
- DDisable 'Grant Access Using Hierarchies' on standard objects to restrict external record access.
- ERestrict Data Category visibility settings so portal users cannot view published Knowledge articles.
Answer
The administrator should assign permission sets to grant object-level access to Cases and Knowledge, and configure Sharing Sets to grant access to Cases associated with the user's Account or Contact.
To expose cases and self-service Knowledge articles in Experience Cloud, administrators must grant object permissions via permission sets and establish record-level access using Sharing Sets mapped to the user's Account or Contact.
Step-by-Step Solution
Key Concept
Experience Cloud Security and Sharing Sets