Table of Contents


Sharing Community Forum Topics

By default, Community Forum Topics are restricted to the owner and are not accessible to other users. The owner or an administrator must configure sharing settings to allow users to access and participate in forum topics. Sharing permissions provide granular control over who can view and interact with specific forum discussions.

Requirements

To share Forum topics, users must be assigned a security role with the following permissions:

  • Administrator System Role permissions

Understanding Topic Sharing

Default Privacy Settings

  • Private by Default: All newly created topics are set to "Visible only to me"
  • Owner Control: Only the topic owner can initially access the topic
  • Administrative Override: Administrators can share any topic regardless of ownership
  • Explicit Sharing Required: Topics must be explicitly shared before users can access them

Access Level Control

Topic sharing controls both visibility and participation rights, determining who can:

  • View topic content and existing discussions
  • Post new questions and start discussions
  • Reply to existing posts and engage in conversations
  • Subscribe to topic notifications

Configuring Topic Sharing

Accessing Sharing Settings

Method 1: Through Forum Interface

  1. Navigate to the Forum tab
  2. Click the Topic you want to share
  3. Click the gear button (settings icon)
  4. Select Share from the dropdown menu

Method 2: Through Community Settings

  1. Navigate to Setup Home > Manage > Community Settings > Community Forum Settings
  2. Click the Topics tab
  3. Click the dropdown arrow next to the desired topic
  4. Click Share from the actions menu

Sharing Options Configuration

Visibility Level Selection Choose from three primary sharing options:

  1. Visible only to me

    • Only the owner can access the Topic
    • All Topics are set to this option by default
    • Use for private preparation and testing
  2. Visible to all users

    • All portal users can access the Topic
    • Broadest access level for general community discussions
    • Users still need appropriate Forum permissions to participate
  3. Visible to certain groups of users

    • Specified users can access the Topic
    • Most flexible option for targeted sharing
    • Allows precise access control

Granular User Assignment

When selecting "Visible to certain groups of users," configure specific access:

Adding Specific People

  • Search and add individual users by name
  • Assign permission levels (typically "View" for forum access)
  • Users appear with their profile information and assigned permissions

Adding User Groups and Security Roles

  • Search for and add User Groups for efficient management
  • Add Security Roles to grant access to all users with specific roles
  • Use the search field: "Add User Groups or Roles or Users..."

Permission Levels

  • View: Standard forum access allowing viewing and participation
  • Remove users by clicking the delete icon next to their assignment

Public Web Access

Guest Security Roles

  • Add Guest Security Roles to share topics publicly with the web
  • Enables access for unauthenticated visitors
  • Use with caution for sensitive or internal content
  • Consider content appropriateness for public consumption

Sharing Strategy and Best Practices

Content-Based Sharing Decisions

Public Community Topics

  • General discussions and knowledge sharing
  • Product feedback and feature requests
  • Community guidelines and welcome information
  • Share with "Visible to all users" or include Guest Security Roles

Partner-Specific Topics

  • Industry discussions and best practices
  • Partner program information and updates
  • Collaborative planning and strategy discussions
  • Share with Partner Security Roles or specific partner User Groups

Customer Support Topics

  • Technical support and troubleshooting
  • Product documentation and FAQs
  • Customer feedback and suggestions
  • Share with Customer Security Roles or specific customer groups

Internal Topics

  • Company announcements and policy updates
  • Employee discussions and collaboration
  • Internal training and development
  • Share with Employee Security Roles only

User Experience Considerations

Navigation and Discovery

  • Shared topics appear in users' forum navigation based on their permissions
  • Users only see topics they have access to view
  • Topic organization and categories help users find relevant discussions

Participation Rights

  • Sharing grants both viewing and participation rights
  • Users must also have appropriate Forum Post permissions to contribute
  • Announcement topics restrict posting to employees even when shared broadly

Security and Privacy Planning

Sensitive Content Protection

  • Use granular sharing for confidential or sensitive discussions
  • Review content appropriateness before enabling public access
  • Consider regulatory or compliance requirements for shared content

Access Level Validation

  • Test sharing configurations with representative users
  • Verify that intended audiences can access and participate appropriately
  • Monitor shared topics for appropriate usage and content

Managing Shared Topics

Ongoing Sharing Management

Reviewing Access Lists

  • Periodically review who has access to each topic
  • Remove users who no longer need access
  • Update sharing as organizational needs change

Permission Updates

  • Modify sharing settings as topics evolve
  • Expand or restrict access based on content direction
  • Coordinate sharing changes with content moderation needs

Performance Monitoring

  • Track participation levels in shared topics
  • Identify underutilized topics for sharing adjustment
  • Monitor engagement to optimize sharing strategies

Integration with Forum Security

Relationship to Other Access Controls

Entity Permissions: Users must have Forum: Read and Forum Post permissions in addition to topic sharing access

Security Role Integration: Topic sharing works within the broader Security Role permission framework

Account-Based Filtering: Partner and Customer users see shared content filtered by their Account associations

Module Visibility: Users must have Forum Tab and App visibility configured in their Security Roles

Topic sharing provides essential access control that enables targeted community building while maintaining appropriate security boundaries and supporting diverse user communities across your portal ecosystem.


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