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The sharing setting that would allow users to collaborate with their peers who work for the same partner firm, but not with any users outside of their firm, is Portal User Visibility. Portal User Visibility is a setting that allows portal users (such as Customer Community or Partner Community users) to see other portal users who have the same role or a role below them in the portal role hierarchy. This setting enables portal users to share information and collaborate with their peers within their own firm, but not with other firms.

This option allows UMS to approve the first post of any new member who has joined within 7 days or less. UMS can create a moderation rule that applies to posts and comments, and specify the member criteria as “Joined Date is within last 7 days”. UMS can alsochoose the action as “Require Approval” and assign a moderator group to review and approve the posts.

To decrease its call volume using an Experience site, NTO can use standard out-of-the-box functionality such as:

Create an FAQ Knowledge article. A Knowledgearticle is a document that provides information or a solution to a common issue or question. NTO can create an FAQ Knowledge article that answers the most frequently asked questions by its customers and publish it on its site.

Deploy a chatbot to address common questions. A chatbot is an automated conversational agent that can interact with customers using natural language. NTO can deploy a chatbot on its site that can answer common questions, provide information, or escalate issues to agents.

Enable Chatter Questions to encourage peer-to-self-service. Chatter Questions is a feature that allows customers to post questions on your site and get answers from other customers or experts. NTO can enable Chatter Questions on its site to encourage peer-to-self-service and reduce the need for support calls.

Super User access is a feature that allows you to grant access to records owned by other users who have the same role or a role below them in the role hierarchy. You can use Super User access to give retail managers access to records owned by their peers and subordinates.