Sharing Survey With External/Guest User
Published on February 11, 2026 Feedback360
Sharing a Survey with External / Guest Users
This guide explains how to let external (guest) users open and respond to a Feedback360 survey by reviewing your sharing baseline, creating a Guest User Sharing Rule, and verifying the result.
What you will do:
- Review Organization-Wide Defaults (OWD)
- Create a Guest User Sharing Rule with criteria
- Verify the rule and access level
1. Review Organization-Wide Defaults (OWD)
Before creating specific rules, understand your current security baseline.
- Navigate to Setup (the gear icon).
- In the Quick Find box, type "Sharing" and select Sharing Settings.
- Under the Organization-Wide Defaults section, review the "Default External Access" column.
Sharing Settings page showing the Default External Access column.
Note: For maximum security, keep these settings as Private and use sharing rules to open access only where necessary.
2. Create a Guest User Sharing Rule
Sharing rules grant access to specific records (like a survey) based on criteria you define.
- Open the rule form: On the Sharing Settings page, scroll to the Survey Sharing Rules section and click New.
- Step 1 - Rule Name: Enter a Label (e.g.,
Guest User for Survey). The Rule Name auto-populates. - Step 2 - Rule type: Select Guest user access, based on criteria.
- Step 3 - Records to be shared: Define the criteria a survey must meet to be visible to the guest.
| Setting | Value |
|---|---|
| Field | Allow Guest To Access |
| Operator | Equals |
| Value | True |
- Step 4 - Users to share with: Choose the appropriate Survey Site Guest User from the dropdown.
- Step 5 - Level of access: Set the Access Level to Read Only.
- Click Save.
Guest user sharing rule configured and ready to save.
3. Verify the Configuration
Once saved, the rule appears in the Survey Sharing Rules list.
- Ensure the Criteria column shows
Allow Guest To Access EQUALS True. - Confirm the Access Level is Read Only to protect data integrity.
Saved rule listed under Survey Sharing Rules.
Security Note: Sharing rules for guest users grant access to anyone with the survey link. Always ensure only the necessary records meet the criteria defined in Step 3.
Knowledge Article Number: KA-00172