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            Enable Person Accounts and Assign Permissions for Patient and Member Outreach

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            Enable Person Accounts and Assign Permissions for Patient and Member Outreach

            To help your marketing teams create and manage outreach campaigns for patients and members, enable person accounts and assign the required permissions to the marketing admin and marketing manager.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions
            User Permissions Needed
            To assign permission sets: Assign Permission Sets
            1. Enable Person Accounts.
            2. Assign the required permission sets to the marketing admin user.
              1. From Setup, in the Quick Find box, search for and then select Permission Sets.
              2. Select the Health Cloud Foundation permission set.
              3. Click Manage Assignments, click Add Assignments, select the users you want to assign to this permisson set, click Assign, and then click Done.
              4. Repeat the prior steps to assign users to the Marketing Cloud Admin, and Data Cloud Architect permission sets.
            3. Assign the required permission sets to the marketing manager user.
              1. From Setup, in the Quick Find box, search for and then select Permission Sets.
              2. Select the Health Cloud Foundation permission set.
              3. Click Manage Assignments, click Add Assignments, select the users you want to assign to this permisson set, click Assign, and then click Done.
              4. Repeat the prior steps to assign users to the Marketing Cloud Manager, and Data Cloud User permission sets.
             
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