Site membership with profiles and permission sets
How users get into a site: membership through profiles and permission sets (never permission set groups or public groups) under Administration > Members, what adding or removing them does, welcome emails and Preview status, adding membership with Data Loader when nobody can open Workspaces, and keeping internal or broad profiles out of external sites.
Identify how to grant users access to an Experience.
~8 min read · 8 practice questions ·
What the exam expects
- Grant site access by adding profiles or permission sets under Experience Workspaces > Administration > Members, and know what can't be added (permission set groups, public groups).
- Pick a permission set over a cloned profile when only part of a profile's users should get in.
- Predict the effect of adding a permission to a membership permission set, removing a profile, or deleting an associated profile.
- Explain when members get welcome emails and how Preview testers reach the site.
- Add membership through Data Loader when no admin can open Workspaces, and keep internal or broad profiles out of an external site.
Key terms: site membership (the set of profiles and permission sets whose users can log in to a site); Members (the Administration page in Experience Workspaces that holds it); welcome email (login details sent to new members of an Active site); NetworkMemberGroup (the object that stores a profile or permission set's membership in a site); least privilege (only the access a site needs).
Key facts
- Detail
- Experience Workspaces > Administration > Members
- Detail
- Profiles and permission sets, not permission set groups
- Detail
- Gain access automatically
- Detail
- Access lost unless another associated profile or permission set remains; posts stay
- Detail
- Not allowed until it is removed from the site
- Detail
- Sent when the site is Active and emails are enabled
- Detail
- Only members with the login URL can view the site
- Detail
- Insert networkId and parentId into Network Member Group with Data Loader
- Detail
- Only custom least-privilege profiles and permission sets in Members
- Why does adding a permission to a membership permission set need care?
- When does removing a profile from Members leave a user's access intact?
- Which object does Data Loader write to when adding site membership?
- Which options besides Members does Help list for giving external users site access?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Experience Cloud Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 37 lessons of the Experience Cloud Consultant guide, with reading progress
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- Inline practice questions and one-click topic practice (8 questions for this lesson)
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