- Standard
- Premium
Before adding members to your Digital Experience Site (formerly known as Community), it's important to configure the desired sharing settings to determine the visibility and access that Community Users will have to TaskRay Projects and Tasks.
Select Profiles & Permission Sets for Community Members
The first step to defining access to TaskRay in a Digital Experience Site is to determine which Salesforce Profiles and/or Permission Sets will be supported for Community members.
- From the Digital Experience Workspaces, navigate to Administration.
- Select the Members tab in the left menu.
- Select the desired Profiles and/or Permission Sets to determine which Salesforce Users can be included as Digital Experience members. Keep in mind that all users with the selected Profiles OR Permission Sets can be included as Digital Experience members, so you can use either option to define who can be a member.
- Click Save.
Create a Sharing Set [Required for Customer Community License Types]
If you use Salesforce Customer Community licenses for your Community, you will need to create a Sharing Set to determine which TaskRay Projects that Community users will have access to.
A Sharing Set grants Customer Community users access to records that are associated with their respective Account or Contact record. The next step will be to create a Sharing Set that shares TaskRay Project, TaskRay Task, and TaskRay Checklist records with a Community User if those Projects, Tasks, and Checklists are associated with their Account.
- From Setup, navigate to Feature Settings | Digital Experiences | Settings
- Scroll down to the Sharing Sets section and click New.
- Enter a Label (i.e. "TaskRay Community"). Sharing Set Name should populate automatically based on the Label.
- In the Select Profiles section, select the Profile(s) to be assigned to the Sharing Set.
- For Available Objects, select TaskRay Project, TaskRay Task, and TaskRay Checklist.
- Scroll down to the Configure Access section. Find TaskRay Project and click Set Up.
- For User, select Account
- For Target TaskRay Project, select TASKRAY__trAccount__c
- For Access Level, select Read/Write
- Click Update.
- In the Configure Access section, find TaskRay Task and click Set Up.
- For User, select Account
- For Target TaskRay Task, select TASKRAY__trAccountCommAccess__c
- For Access Level, select Read/Write.
- Click Update.
- In the Configure Access section, find TaskRay Checklist and click Set Up.
- For User, select Account
- For Target TaskRay Checklist, select TASKRAY__TaskForGroup__c.TASKRAY__trAccountCommAccess__c
- For Access Level, select Read/Write.
- Click Save.
This Sharing Set configuration ensures that if a TaskRay Project is related to an Account associated with a Digital Experience User using the defined Salesforce Profile, they will have access to that TaskRay Project.