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            Give Users Access to the Group Benefits App Components

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            Give Users Access to the Group Benefits App Components

            Give admins the required permissions to set up the app, and internal insurance sales agents the permissions required to use the app and its components.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Health Cloud, the Insurance managed package, and the Insurance Industries Extension managed package
            User Permissions Needed
            To assign permission set licenses or permission sets: Manage Users
            1. Assign required permission sets to admin users and standard users.
              1. From Setup, in the Quick Find box, enter Users, and then select Users.
              2. Select a user.
              3. Edit permission set assignments.
                Type of User Permission Set Assignments
                Admin user
                • DocGen Designer
                • Health Cloud Foundation
                • Health Group Sales and Administration Package
                • Industries Group Benefits User
                • Insurance Group Benefits Package
                • OmniStudio Admin
                • Rule Engine Designer
                • Rule Engine Runtime
                Standard user
                • DocGen User
                • FSC Insurance
                • Health Cloud Foundation
                • Industries Group Benefits User
                • Insurance Create/Update Census Data
                • Insurance Create/Update Contract
                • Insurance Create/Update Enrollment
                • Insurance Create/Update Group Census Data
                • Insurance Create/Update Group Census Quote
                • Insurance Create/Update Policy
                • Insurance Create/Update Quote
                • Insurance Policy and Claims
                • OmniStudio User
                • Rule Engine Runtime
              Tip
              Tip For details about managing permissions required for Insurance, see Insurance documentation. You can create permission sets automatically when you install Insurance, or you can create permission sets manually. See Create Insurance Permission Sets and Create Insurance Industries Extension Permission Sets.
            2. Update the Standard User profile with the permissions required for Group Benefits workflows.
              To change permissions only for Group Benefits app users, clone the Standard User profile, update permissions in the cloned profile, and then assign the cloned profile to Group Benefits app users.
              1. In the Administrative Permissions section, select View All Profiles. Without this permission, the enroll members step of the Enrollment OmniScript generates an error when attempting to access the Customer Community user profile.
              2. Assign the Business Rules Engine Runtime permission set to the profile.
            3. Assign the required field permissions to users.
              1. All users need Read and Edit access for the Contract Name, Source Quote, and Price Book fields in the Contract object.
              2. Partner users need Read and Edit access for the Primary Producer field in the Quote object.
              You can assign access through permission sets or profiles. See Set Field Permissions in Permission Sets and Profiles.
             
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