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            Create a User Profile for Experience Cloud Site Membership

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            Create a User Profile for Experience Cloud Site Membership

            Define user access by creating a community user profile. Provide proper site membership by assigning the profile to a person account and granting the required licenses and permissions.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions of Health Cloud with the Health Cloud for Experience Cloud Sites, Health Cloud Provider Network Management, Customer Community or Customer Community Plus, and Genie Data Platform Starter add-on licenses
            User Permissions Needed
            To create profiles: Manage Profiles and Permission Sets
            1. Create and configure a community user profile.
              1. From Setup, in the Quick Find box, enter and select Profiles.
              2. Clone the Customer Community or the Customer Community Plus User profile.
              3. Click Edit.
              4. In the General User Permissions section, select Enables consumers and partners to execute OmniScripts, DRs, Cards through a Community or off platform.
              5. In the Standard Object Permissions section, enable access for these Omnistudio entities.
                • Omni Data Transformations
                • Omni Data Transformation Items
                • Omni Electronic Signature Templates
                • Omni Processes
                • Omni Process Compilations
                • Omni Process Elements
                • Omni Process Transient Data
                • Omniscript Saved Sessions
                • Omni UI Cards
              6. Save your changes.
              7. On the profile details page, in the Standard Field-level Security section, click View next to Omni DataPack, and then click Edit.
              8. Enable Read access for all fields.
              9. Similarly, enable field-level security for all fields for these Omni entities.
                • Omni DataPack
                • Omni Data Transformation
                • Omni Data Transformation Items
                • Omni Electronic Signature Templates
                • Omni Global Auto Number
                • Omni Process
                • Omni Process Compilation
                • Omni Process Element
                • Omni Process Transient Data
                • Omniscript Saved Session
                • Omni UI Card
            2. From the App Launcher, find and select Sales App.
            3. Click Accounts.
            4. Create a person account and give a name to it.
            5. On the account details page, click the Dropdown list view to see the account details icon, and then select Enable Customer User.
            6. On the user detail page, enter your Salesforce email address and provide a unique username that's not your email address.
            7. Under User License, select Customer Community Plus or Customer Community.
            8. Select the profile that you created earlier.
            9. Save your changes.
            10. Under Permission Set Assignment, assign the Provider Network Management for Experience Cloud Sites and Omnistudio User permission sets to the community user.
             
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