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            Create a User Profile for Your Provider Experience Cloud Site

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            Create a User Profile for Your Provider Experience Cloud Site

            Create a user profile for your Provider Experience Cloud site and assign the required permissions to that profile. Use this profile to manage the site membership. All site members can then log in to the site and complete the credentialing process.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud and Health Cloud for Experience Cloud Sites
            User Permissions Needed
            To create profiles: Manage Profiles and Permission Sets
            1. From Setup, go to Profiles, and click New Profile.
            2. For Existing Profile, select Customer Community Plus User.
            3. For User License, select Customer Community Plus (default).
            4. For Profile Name, enter Network Express Community User.
              Important
              Important Use the exact name Network Express Community User for this profile to ensure that the provider enrollment processes are completed without any issues.
            5. Save your changes.
            6. Click Edit.
            7. Under Administrative Permissions, select Manage Health Cloud.
            8. Under General User Permissions, select Enable consumers and partners to execute OmniScripts, DRs, Cards through a Community or off platform.
            9. Enable Read, Create, Edit, and Delete access for these standard objects:
              • Accounts (Read, Create, Edit access only)
              • Application Cases
              • Board Certifications
              • Business Licenses
              • Care Provider Adverse Actions
              • Care Specialties
              • Cases (Read, Create, Edit access only)
              • Contacts (Read, Create, Edit access only)
              • Healthcare Providers
              • Healthcare Provider NPIs
              • Healthcare Provider Specialties
              • Individual Applications
              • Insurance Policies
              • Omni Data Transformations (Read access only)
              • Omni Data Transformation Items (Read access only)
              • Omni Electronic Signature Templates (Read access only)
              • Omni Processes (Read access only)
              • Omni Process Compilations (Read access only)
              • Omni Process Elements (Read access only)
              • Omni Process Transient Data (Read access only)
              • OmniScript Saved Sessions
              • Omni UI Cards (Read access only)
              • Person Educations
              • Person Employments
              • Person Languages
            10. Enable Read, Create, Edit, and Delete access for these custom objects:
              • Vlocity DataPack Objects
              • Vlocity Data Mapper Batch Queue
              • Vlocity Data Mapper Object Interface
              • Vlocity DocuSign Templates
              • Vlocity Error Log Entries
              • Vlocity Scheduled Jobs
              • Vlocity Tracking Entries
            11. Save your changes.
             
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