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Create and Assign a Permission Set for Self-Scheduling Guest Users
Give guest users additional system and object permissions required for scheduling appointments with Intelligent Appointment Management.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To create permission sets: | Manage Profiles and Permission Sets |
| To assign a permission set: | Assign Permission Sets AND View Setup and Configuration |
- From Setup, in the Quick Find box, enter Permission, and then select Permission Sets.
- Click New.
- For Label, enter Health Cloud Foundation Guest User.
- For License, select Health Cloud Platform.
- Click Save.
- Click System Permissions, click Edit, and then select Access Record Alerts, Discovery Framework Platform User, Manage Health Cloud, Permission to access Identity Verification, and Service Excellence Platform User.
- Click Save.
-
From the Permission Set Overview, click Object Settings, and then
set Read access for these objects.
Accounts Accreditations Activity Timings Allergy Intolerances Appointment Reason Engagement Channel Types Appointment Reasons Assets Asset Types Assigned Resources Author Notes Awards Board Certifications Business Licenses Care Barriers Care Barrier Types Care Metric Targets Care Observation Components Care Observations Care Performers Care Program Healthcare Providers Care Program Providers Care Provider Adverse Actions Care Provider Facility Specialties Care Registered Devices Care Services Care Specialties Care Specialty Taxonomies Care Taxonomies Cases Clinical Alerts Clinical Detected Issue Details Clinical Detected Issues Clinical Encounter Diagnoses Clinical Encounter Facilities Clinical Encounter Identifiers Clinical Encounter Providers Clinical Encounter Reasons Clinical Encounters Clinical Encounter Svc Requests Clinical Service Request Details Clinical Service Requests Code Set Bundles Code Sets Contact Profiles Contacts Diagnostic Summaries Diagnostic Summary Details Engagement Channel Types Healthcare Facilities Healthcare Facility Networks Healthcare Payer Networks Healthcare Practitioner Facilities Healthcare Practitioner Facility Appointments Healthcare Provider NPIs Healthcare Providers Healthcare Provider Services Healthcare Provider Specialties Healthcare Provider Taxonomies Healthcare Provider Treated Conditions Healthcare Service Details Health Condition Details Health Conditions Identifiers Identity Documents Locations Medication Dispenses Medication Requests Medications Medication Statement Details Medication Statements Medicinal Ingredients Operating Hours Operating Hours Holidays Patient Health Reactions Patient Immunizations Patient Medical Procedure Details Patient Medical Procedures Patient Medication Dosages Person Educations Person Languages Person Names Problem Definitions Received Documents Service Appointments Service Appointment Attendees - set Create access and Read access Service Resources Service Territories Service Territory Members Units of Measure Work Type Asset Types Work Type Care Specialties Work Type Code Set Bundles Work Types -
Assign the custom permission set to the guest user.
- In Experience Builder, in General settings, under Guest User Profile, click the profile link.
- Click View Users, and then click the guest user.
- Assign your custom permission set to the guest user.
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