This article describes the configuration steps and most strict Sharing Settings required for GoMeddo to function correctly in a Experience Cloud site which is used by authenticated users. Depending on what you want to show on the Experience Cloud site , you might need need to share more.
1. Create Experience Cloud site for Guest user
Create an Experience Cloud site.
2. Create and assign Permission set & License
Clone the GoMeddo Experience Cloud permission set
Remove all Object Edit permissions (you can leave the Field permissions)
Give Read acces to guest users to the Contact Object
Assign this new permission set to the Guest User corresponding to your Experience Cloud site. You can acces this as follows:
Go to your site’s Builder
Click on Settings
In General click on the Guest User Profile
Click on View Users
Click on the user name under Full Name
Scroll to Permission Set Assignments and assign the permission set you just created
Scroll to Managed Packages and assign a GoMeddo licence
Using Screen Flows?
Follow this article to give Guest Users access to specific Screen Flows.
3. Change record owner
Change Record Owner from GoMeddo (or APP) to another user for all objects which need to be accessed by the Guest user for (this list will be longer if you use more GoMeddo functionality)
Calendar
Dimension
Reservation Type
Reservation
Reservation color
Resource Type
Resource
View
4. Enabling sharing rules
Enable sharing rules:
Go to Setup
Go to Sharing Settings
Define a criteria based sharing rule for at least the following objects (this list will be longer if you use more GoMeddo functionality)
Availablility
Calendar
Dimension
Reservation Type
Reservation
Reservation color
Resource Type
Resource
View
These settings allow you to show you a very basic calendar to a Guest user and make a reservation. If you want to show more, you might need to add more sharing rules based on the specific you want to show.