Conga Product Documentation

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Creating Sharing Rules For User And Storefront

Perform the following steps to assign permission sets:

  1. Go to Setup > in the > Quick Find box, search and select the > Sites .
  2. Click the respective Site Label. For example, E-Commerce or Partner Commerce.
  3. ClickPublic Access Settings > View Users.
  4. Click the e-commerce site user. For example, Site Guest User, E-Commerce/Partner Commerce.
  5. Under the Permission Set Assignments section, click Edit Assignments.
  6. From the Available Permission Sets column, select respective permission sets and add them to the Enabled Permission Sets column.
  7. Click Save.

Perform the following steps to create a sharing rules storefront:

  1. Go to Setup > in the Quick Find box, search and select the Sharing Settings.
  2. Go to the Storefront Sharing Rules section and click New.
  3. In Step 1, enter the Label for the rule name.
  4. In Step 2, select Guest user access, based on criteria option.
  5. Select the respective Field, Operator, and Value to set the criteria. For example, Field: Storefront Name, Operator: Contains, Value: E-Commerce or Partner Commerce.
  6. Click Save.

Perform the following steps to create the user of a sharing rule:

Note:

You must use the Region field to create sharing rules for users.

  1. Go to Setup > in the Quick Find box, search and select the Sharing Settings.
  2. Go to the User Sharing Rules section and click New.
  3. In Step 1, enter the Label for the rule name.
  4. In Step 2, select Guest user access, based on criteria option.
  5. Select the respective Field, Operator, and Value to set the criteria. For example, Field: Region, Operator: equals, Value: North Region.
  6. Click Save.