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Set Organization-Wide Defaults for Self-Scheduling Workflows
Set object permissions and control access to your data and records based on user types and profiles.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To use self-service appointment scheduling: | OmniStudio in Lightning Experience Patient AND AppointmentScheduling on Health Cloud |
- From Setup, in the Quick Find box, enter Sharing Settings, then select Sharing Settings.
- Click Edit.
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In Organization-Wide Defaults, assign and save these permissions.
The default external access must be more restrictive than or equal to the default internal access for each object.The Omni objects are Omnistudio objects.
Object Default External Access Appointment Reason Public Read Only Asset Public Read Only Asset Type Public Read Only Care Provider Facility Specialty Public Read Only Care Provider Searchable Field Public Read Only Care Specialty Public Read Only Coverage Benefit Public Read Only Healthcare Practitioner Facility Public Read/Write Healthcare Provider Public Read Only Omni DataPack Public Read Only Omni Data Transformation Public Read Only Omni Electronic Signature Template Public Read Only Omni Process Public Read Only Omni Process Transient Data Public Read Only OmniScript Saved Session Public Read Only Omni UI Card Public Read Only Service Appointment Public Read/Write Service Appointment Asset Public Read/Write Service Appointment Attendee Public Read/Write Service Appointment Group Public Read/Write Service Resource Public Read Only Service Territory Public Read Only Shift Public Read Only Work Type Public Read Only Work Type Asset Type Public Read Only -
If schedulers use appointment availability data from an external electronic health
record (EHR) system, assign and save these permissions.
OBJECT DEFAULT EXTERNAL ACCESS Healthcare Provider NPI Public Read Only Code Set Public Read Only Code Set Bundle Public Read Only
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