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Set Up Assessments for an Experience Cloud Site
Add the assessment component to an Experience Cloud site.
Required Editions
| Available in: Enterprise and Unlimited Editions with Health Cloud and a Customer Community for Health Cloud or Customer Community Plus for Health Cloud license. |
| User Permissions Needed | |
|---|---|
| To use Experience Cloud for Health Cloud: | Customer Community for Health Cloud or Customer Community Plus for Health Cloud add-on license |
| To use Experience Cloud for Assessments: | Assessment Envelope for Community Users permission set |
Digital Experiences must be enabled to complete these steps.
- From Setup, enter Digital Experiences in the Quick Find box, then select All Sites.
-
Click Builder next to an existing site or click
New to create a site.
- Select the Customer Account Portal Template.
- Enter the Name. We suggest Patients.
- Enter the URL. We suggest patients.
- Click Create.
- Click Builder.
- In the Builder navigation bar, click the dropdown next to the page name.
-
Create a page for the assessment component.
- Click New Page.
- Use a Standard page with a Flexible Layout.
- Enter the Page Name. We suggest Assessments.
- Enter the URL. We suggest assessments.
-
Enter the API Name. We suggest
Assessments.
Note The Builder appends the API name you enter with __c so that your API name uses the appropriate format. For example, if you enter Assessments, the API name for the page is Assessments__c.
- On the Assessment page, add the External User Assessments component.
- To enable access to MCG assessments, in the properties panel for the External User Assessments component, enter the MCG integration defintion in the External Assessment Integration Definition field.
- Publish the Experience site.
-
Navigate to the Administration Workspace and add profiles and permission sets.
- In Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
- Select Workspaces next to the assessment’s Experience site.
- Click the Administration tile.
- Click Members.
- Add the System Administrator and Care Coordinator profiles to the Selected Profiles.
- Add the Health Cloud Admin, Health Cloud Permission Set License, and Health Cloud Standard permission sets to the Selected Permission Sets.
- Save your work.
- On the Administration panel, click Settings and Activate the Experience site.
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