NoticeBoards Setup
To finish setting up NoticeBoards, you need to:
- Allocate licences for users.
- Set sharing settings by configuring Public Groups and Sharing Rules.
Allocate licences
Unaric Guide is installed with Named User licensing. When deploying to a production Org, licences need to be allocated to all users —both Recipients and Notice publishers— using the Manage Licences feature found within the Salesforce Org Setup: search for Installed Packages.
- In Salesforce, navigate to Setup > Installed Packages.
- Find the Unaric Guide Alerts (formerly Improved Noticeboard) package and click Manage Licences.
- Select the users to grant licences.
Set sharing settings
Use Permission Sets for role-based access and flexibility across users.
Pair Private Sharing Settings with Public Groups to strike the right balance between security and usability.
To ensure privacy and control, all core objects used by the Alerts system (Notices, NoticeBoards, Notifications, etc.) are set to Private by default. To enable collaboration among publishing teams without exposing content broadly, Unaric uses Public Groups and Sharing Rules. These tools let organizations control who can publish Notices, who can manage NoticeBoards, and who can track delivery and engagement.
1. Create a Public Group for the Publishing Team
If more than one user collaborates on a NoticeBoard (e.g., drafting or approving Notices), you should create a Public Group specific to that NoticeBoard. Each Public Group should include all users who will act as Notice Owners for that board.
Use a consistent naming convention like NB: Training, NB: Compliance, or NB: Product Marketing to keep publishing groups organized.
2. Add data sharing settings for NoticeBoard objects
Once your Public Group is set up, configure Sharing Rules to allow collaboration on NoticeBoard-related objects. Below is an example using a Public Group named NB: Training:
Object | Sharing type | Rule | Access level |
|---|---|---|---|
NoticeBoard | Record Owner | Public Group = NB: Training | Read Only |
Notice | Record Owner | Public Group = NB: Training | Read/Write |
Notification | Criteria-Based | Notification:NoticeBoard Name = Training, Public Group = NB: Training | Read/Write |
Recipient Group | Record Owner | Public Group = NB: Training | Read/Write |
Roles
Role | Access required | How to grant |
|---|---|---|
Notice Owner | Create and publish Notices | Add to Public Group and assign sharing rules |
Publishing Team Member | Draft or edit Notices | Include in Public Group with Read/Write access |
Administrator | Full access to all NoticeBoards | Assign the NoticeBoard Administrator Permission Set |