Give External Users Access to Assessments

Patients who access Experience Cloud sites as authenticated users have a complete view of their assessments. They can easily start assessments on their To Do list and review the assessments they’ve completed. Filters help patients zero in on specific assessments based on name and date.

Guest users can view the contents of a single assessment envelope at a time. When you create an Experience Cloud site, Salesforce creates a profile, a user record, and sharing mechanisms that are available only to guest users. All guest visitors to a public site share the same guest user record (one per site) and have the same access level. For this reason, be careful and thoughtful about the data you want to share with guest users.

• Configure External User Assessments
  Turn on external user assessments, and then select the customized Send Assessment Email template flow to use to send assessment notifications to patients. Select the default expiration date for the assessment envelopes.
• Customize the Assessment Envelope Email Template Flow
  The Send Assessment Envelope Email flow is provided as a standard flow template. You can clone the template and customize it to suit your business processes.
• Set Up Sharing Settings for Assessments on Experience Cloud Sites
  Create a sharing rule that gives guest users access to Omnistudio processes. Create a sharing set that gives authenticated users access to assessment objects.
• Create an Omnistudio Permission Set and Assign it to Assessment Guest Users
  Guest users on an Experience Cloud site require access to Omnistudio to complete assigned assessments on the site. Create an Omnistudio custom permission set and assign it to the Experience Cloud guest user.
• Configure Assessment Access for Authenticated Users
  Create a profile and user record for external users who log in to an Experience Cloud site and access assessments. Then create and assign the permissions required to access assessments.