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Grant Guest Users Access with Sharing Rules

This article covers configuring Sharing Settings to allow external Guest users access to the Country records installed with AddressTools. This configuration is essential for external users to use the full functionality of the product.

Note: In Salesforce, external users such as Guest users do not have "View All" permissions by default. Because of this restriction, the standard AddressTools Permission Sets cannot be assigned to these users. Complete the sharing configuration below instead, to provide the required access.

Configure the Sharing Rule Criteria

  1. From Setup, enter and select Sharing Settings.
  2. Locate the Country Sharing Rules section and click New.
  3. Enter a Label and Rule Name that is descriptive, for example Share Countries with Guests.
  4. Under Select your rule type, select Guest user access, based on criteria.
  5. Under Select which records to be shared, set:
  6. Field: Country Name
  7. Operator: not equal to
  8. Value: leave blank
  9. Under Select the users to share with, select the specific user license that needs access, for example Partner Community User.
  10. Click Save.

Assigning Permissions to Guest Users

If the Guest user still experiences issues using AddressTools, additional permissions may be required. The Guest user needs specific permissions to use the tool. See How to Deploy AddressTools to Users in Your Organization for the full list of required permissions.