Any advice would be great, hopefully there will be simple, out of the box solution that we can role out quickly and efficiently.
1 answer
Hi Ramsay,
You have a few options, depending on how much money and effort you want to put into this:
1. Create an external worker community. Community users are cheaper than buying a regular license, but you have to buy them in bulk - so if you only have one such employee, it probably isn't the best solution. Communities, by default, don't have access to any records you don't explicitly share. You will then have to make a sharing set if you want to give them access to more.
2. Create a new role in your role hierarchy for external workers, and place it at the very bottom of your hierarchy. Make sure your sharing model for accounts, contacts, opportunities, and any other object they have read access to is set to Private. If they aren't already, then you will most likely need to create sharing rules to re-open access to your regular internal employees.
