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            Create a Community User for Testing Self-Scheduling

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            Create a Community User for Testing Self-Scheduling

            To test self-scheduling on your Experience Cloud site, set up a user that includes the same permissions assigned to self-scheduling users, and then log in as this test user to your site.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To create or edit Customer Community Plus users: Manage Customer Users
            To log in as a customer user:

            Manage Customer Users

            AND

            Edit on Accounts
            1. From a patient’s record page, click the actions dropdown, and then select Enable Customer User.
              This option opens a new user record in your Salesforce org with some details prepopulated from the contact record.
            2. Edit the user record for this external user and assign the Customer Community license or Customer Community Plus license and the cloned Customer Community Plus profile.
            3. Click Save.
            4. Click Permission Set Assignments and then click Edit Assignments. Add the Health Cloud Foundation Guest User and custom Omnistudio permission sets.
            5. From the person account record for the community user you created for testing, log in to your Experience Cloud site. Schedule an appointment and confirm the self-scheduling flows work as expected.

            See Also

             
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