Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Assign Permission Sets to Partner Users

            You are here:

            1. Salesforce Help
            2. Docs
            3. Health

            Assign Permission Sets to Partner Users

            To allow the broker to use the same quoting functionality from the partner site, assign the required partner-facing permission sets.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud, Digital Insurance, and Agentforce for Health Cloud add-on licenses
            User Permissions Needed
            To assign permissions: Manage Profiles and Permission Sets
            1. From Setup, enter Users in the Quick Find box, and then select Users.
            2. Select the broker user that you created from the contact.
            3. To grant access to quoting and related functionality, in the Permission Set Assignments related list, click Edit Assignments.
            4. To support the broker experience, move these permission sets to the Enabled Permission Sets list:
              • Digital Insurance Group Enrollment Partner Community
              • Digital Health Insurance AI Partner Community
              • Product Catalog Management Viewer
              • Prompt Template User
              • Rate Management Run Time User
              • Pricing Run Time User
              • Digital Health Insurance for Partner Community
            5. Save your changes.
             
            Loading
            Salesforce Help | Article