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            Create a Permission Set for Public Health Agent Access

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            3. Health

            Create a Permission Set for Public Health Agent Access

            Create a permission set and add access for using the agent that you created for Public Health. Assign this permission set to case investigators, case intake specialists, or admin managers to help them use the agent effectively.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Health Cloud, Universal Credit Metering, and Agentforce Employee Agent add-on licenses
            User Permissions Needed
            To create a permission set: Manage Profiles and Permission Sets
            To assign permission sets:

            Manage AI Agents

            OR

            Assign Permission Sets
            1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
            2. Click New.
            3. Enter a name, API name, and description for the permission set.
            4. Save your changes.
            5. In the Apps section, click Agent Access.
            6. Click Edit.
            7. Select the agent that you created for Public Health and move it to the Enabled Agents section.
            8. Save your changes.
            9. On the permission set page, click Manage Assignments.
            10. Click Add Assignments.
            11. Select the users you want to assign to the permission set, and click Next.
            12. Click Assign.
            13. Save your changes.

            Case investigators, case intake specialists, or admin managers can now access the Agentforce for Public Health from the Home page.

             
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