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Provider Site Prerequisites
Before you create a provider portal from the Experience Cloud site template in Public Sector Solutions, complete the prerequisites.
Required Editions
Org Setup
Start by completing some basic configuration tasks.
- Enable Program and Case Management. See Enable Program and Case Management Settings in Social Program Management Prerequisites.
- Enable Provider Management. See Provider Management Prerequisites.
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Confirm that the page layouts for these objects include the listed field. If necessary,
add the field to the page layout.
Object Field Benefit Schedule Approval Status Referral Authorization Status 
Note Only users with Provider Management Access permission set have read-write access to the Approval Status field, which means only caseworkers or internal org users can approve a benefit schedule. Other users have read-only permission to the field.
General Site Setup
Complete the setup tasks that apply to all Experience Cloud sites.
- Review and understand Experience Cloud licenses. See Experience Cloud User Licenses, Industries Object Access by Community License, and Public Sector Solutions Products: User, Feature, and Permission Set Licenses.
- Enable Digital Experiences.
- Set up templates for your welcome email and other communications to site members. See Create an Email Template in Lightning Experience.
- Configure optional Service Cloud features such as embedded chat and Salesforce Knowledge. See Embedded Chat and Create a Knowledge Base with Salesforce Knowledge.
- For additional site setup tasks, see Experience Cloud Site Setup Checklist.
Customize the Partner Community User Profile
Clone and customize the Partner Community User profile to grant provider users access to required objects and data on the site.
Required Editions
| User Permissions Needed | |
|---|---|
| To create profiles: | Manage Profiles and Permission Sets |
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- Next to the Partner Community User profile, click Clone.
- Enter a name for the profile, such as Provider Site User, and save your changes.
- Click Edit.
- In the Field-Level Security section, next to the Healthcare Provider object, click View.
- Click Edit.
- For the Practitioner field name, enable Read Access, and save your changes.
Create Partner Users for the Site
To allow providers to access your Experience Cloud site, enable them as partner users and assign them the required permission sets.
Required Editions
| User Permissions Needed | |
|---|---|
| To create or edit Partner Community users: | Manage External Users |
- From the App Launcher, find and select Accounts, and then click a provider’s account.
-
Click
, and then
select Enable As Partner.
- Click Related, and then select a contact.
-
Click , and then
select Enable Partner User.
Note External users must have a role assigned to them. See Create Roles for Public Sector Solutions Users and Create Experience Cloud Site Users.
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Assign these permission sets to partner users. See Manage Permission Set
Assignments.
- Omnistudio Experience Cloud User
- Provider Management For Partner
Alternatively, assign the partner users the Social_Program_Management_Provider permission set group to assign them the required permission sets. The permission set group also provides access to additional common features.
See View and Assign Permission Sets in Public Sector Solutions and View and Assign Permission Set Groups in Public Sector Solutions.
Configure Sharing Settings for Providers in Public Sector Solutions
Review and edit the org-wide default sharing settings for the objects that Public Sector Solutions uses to determine the level of access that users have to each others’ data.
Required Editions
| User Permissions Needed | |
|---|---|
| To edit org-wide default sharing settings: | Manage Sharing |
- From Setup, in the Quick Find box, enter Security, and then select Sharing Settings.
- Click Edit.
-
Set organization-wide defaults based on your needs, using the table as a guide.
Object Default Internal Access Default External Access Grant Access Using Hierarchies Benefit Assignment Private Private Yes Benefit Schedule Private Private Yes Benefit Session Controlled by Parent Controlled by Parent Yes Benefit Type Public Read Only Public Read Only Yes Healthcare Provider Public Read Only Public Read Only Yes Program Public Read Only Public Read Only Yes - Save your changes.
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For caseworkers and other internal users to be able to access the schedules created by the
provider users, create share groups to grant access to these objects: Benefit Schedule,
Recurrence Schedule.
See Use Share Groups to Share Records.
You can use other ways to share records, such as Salesforce queues or flows.
