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            Create a Permission Set for Home Health Agent

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            Create a Permission Set for Home Health Agent

            Create a permission set and add permissions for using the agent that you created for Home Health. Assign this permission set to the care coordinators to help them use the agent for home healthcare services.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Health Cloud, Home Health, Salesforce Voice, and Agentforce for Health Cloud add-on licenses. Requires each user to have the Agentforce for Health Cloud add-on to access the agent action.
            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 Home 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 care coordinators you want to assign to the permission set, and click Next.
            12. Click Assign.
            13. Save your changes.
             
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