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Create a Profile and Assign Permissions to Authenticated Users for Self-Scheduling
Give authenticated users access to the permissions, objects, and fields required to schedule their own appointments.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To assign permission sets and object access to users: | Manage Users |
| To access Health Cloud objects for site users: | Health Cloud for Experience Cloud Sites |
| To administer a Health Cloud site: | HealthCloud for Community |
These steps are similar to setting up a Health Cloud Community user.
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
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Clone the Customer Community Plus User or Customer Community User profile.
For details, see Create or Clone Profiles.
- Enter a descriptive name for the profile, for example Self-Scheduling Customer Community Plus User.
- Click Edit.
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In the Administrative Permissions section, select Manage Health
Cloud, and verify that Select Files from Salesforce
and Share Files with People in Experience Cloud sites are
selected.
These options aren’t available to the Customer Community User Profile.
-
In the General User Permissions section, select View Content in
Portals.
This option isn’t available to the Customer Community User Profile.
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In the Standard Object Permissions section, grant access to these objects.
Object Name Basic Access Accounts Read, Create Appointment Categories Read Appointment Reasons Read Appointment Reason Engagement Channel Types Read Appointment Topic Time Slots Read Asset Read Asset Types Read Care Provider Facility Specialties Read Care Provider Searchable Field Read Care Specialties Read Care Specialty Taxonomies Read Care Taxonomies Read Cases Read, Create, Edit Code Sets Read Contacts Read Document Checklist Items Read Documents Read Engagement Channel Types Read Healthcare Diagnoses Read Healthcare Facilities Read Healthcare Facility Networks Read Healthcare Payer Networks Read Healthcare Practitioner Facilities Read, Create, Edit Healthcare Practitioner Facility Appointments Read, Create, Edit Healthcare Procedures Read Healthcare Providers Read Healthcare Provider NPIs Read Healthcare Provider Specialties Read Healthcare Provider Taxonomies Read Member Plans Read, Create, Edit Omni Data Transformation Items Read Omni Data Transformations Read Omni Electronic Signature Templates Read Omni Process Compilations Read Omni Process Elements Read Omni Process Transient Data Read Omni Processes Read OmniScript Saved Sessions Read Omni UI Cards Read Operating Hours Read Service Appointment Assets Read, Create, Edit Service Appointment Attendees Read, Create, Edit Service Appointments Read, Create, Edit Service Resources Read Service Territories Read Solutions Read Work Type Asset Types Read Work Type Care Specialties Read Work Type Code Set Bundles Read Work Type Groups Read Work Types Read - Save your changes.
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On the Profiles page, click the cloned profile.
In the Field-Level Security section, make sure the profile shows Read access for all the fields in objects that you granted access to in the previous step.For Time Slot, also assign Edit Access.These options aren’t available to the Customer Community User Profile.
- In the Enabled Apex Class Access section, click Edit and add all Available Apex Classes to Enabled Apex Classes.
- Save your changes.
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