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Enable Anonymous View of a Specific Business Object

The CSM Portal can be configured to allow Anonymous Users to view specific Business Objects and associated fields. Any Business Objects associated with Form Controls, Dashboards, Widgets, and Actions enabled for Anonymous access will also need to be enabled for Anonymous access.

Note: Anonymous access requires some initial configuration. See Anonymous Security Group for specific information.

To enable anonymous view of a specific Business Object:

  1. In CSM Administrator, select Security > Edit security groups.
  2. In the Group drop-down list, select the Anonymous Security Group (OOTB: Anonymous Browser).
  3. Select the Business Objects tab.
  4. In the Business Object drop-down list, select the specific Business Object (Example: Knowledge Articles) you want to allow Anonymous Users to view.
  5. Select the View check box for the Business Object and all associated fields you want the Anonymous User to be able to view. You must also grant View permissions to any Business Objects associated with the selected Business Object. For example, if the Knowledge Articles Business Object is associated with the Journal - Comment Business Object, you would additionally provide View access to Journal - Comment).
  6. Optional: Select Limit records based on criteria and Browse to configure a custom query to limit the records available to Anonymous Users.
  7. Select Save.
    Note: Anonymous users can only view the selected Business Object(s). Login is required for Users who want to interact with or edit records in the Portal.

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