Role-Based Access in Communities
With the Salesforce Winter '20 Release, in Lightning Communities, you can use role-based access to control who does what in a community.You can add users as contributors to a specific community by assigning them an access role.
Why it's Needed?
It was challenging for an Administrator to manage a community because Administrators with community management permissions have complete access to all communities and their functionality.To make most community updates, Administrative access was required. But now, by adding the contributors, the workload can be shared.
A contributor’s access role is specific to that community, but a contributor can have different roles in different communities.You can assign roles to your contributors with the level of access they need in a specific community by assigning them one of the following roles.
- Experience Admin – These contributors can do just about everything in an assigned community. They have access to Community Builder, can manage contributors, and publish the site.
- · Publisher – These contributors help you build and publish. They have access to Community Builder, and they can publish the site in an assigned community. They can’t manage contributors. They have read-only access to the Community Workspaces Administration | Contributors Tab.
- Builder – These contributors help build the assigned community. They have access to Community Builder. They can’t publish the site or manage contributors. They have read-only access to the Community Workspaces Administration | Contributors Tab.
- Viewer – These contributors have read-only access to Community Builder in an assigned community. They can’t publish the site or manage contributors. They have read-only access to the Community Workspaces Administration | Contributors Tab.
How can we add Contributors to Communities?
To ADD the Contributors to Communities, you must be a Salesforce Admin or an Experience Admin in that community. Follow these steps –
1. Go to Community Workspaces and select the Administration tile in your community.
2. Select ‘Contributors Tab’ in the left pane and then click ‘Add Contributors’.
3. You can search for users. Only members of the community are listed. All users with the selected Profiles and Permission Sets are members. You can add the Profiles by selecting the Profiles through the ‘Members Tab’ , from the left pane of the Administration tile in your community.
4. Click Add next to the users you want to add and then click Next.
5. After that, you can assign a contributor role to each user and click on Finish.
My Two Cents :
Undeniably, Role based Access in Communities is an amazing feature. But is the flexibility enough or should it be given to Customers/Partners also so that they can customise their Home Page, according to their requirements. For example, with this feature, they can arrange the Tab's as per their preferences on their Home Page.
The ‘Featured Tab’ is shown by default on the Home Page. Some Customers/Partners might want to see the ‘Discussions Tab’ or ‘My Feed Tab’ first on their Home Page.So, if we give the flexibility to Customers/Partners to customise their Home Page, then it will empower them to work more efficiently.