Published at: 2026-09-17
External roles and data permissions quick start
This tutorial helps an upstream enterprise grant partner access and verify the resulting data scope.
Before you start
- Enterprise Interconnection is complete and Partner Connect is enabled.
- At least one downstream connected contact is available.
- You know which objects and data the partner needs.
Configure permissions
- Set the external access scope in the Partner Connect interconnected application.
- Assign the Partner User role to the downstream user.
- Grant object operation and field permissions to the role.
- Assign object record types and layouts.
- Set the data scope for each object.
- Configure data sharing between roles as required.
Verify permissions
Ask the partner user to sign in and check the visible objects, editable fields, and accessible records. If the user has excessive or insufficient access, adjust the corresponding permission layer.