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Social Insurance Prerequisites
Before you set up social insurance in Public Sector (formerly Public Sector Solutions), complete the prerequisites.
Required Editions
Enable Program and Benefit Management
Required Editions
| User Permissions Needed | |
|---|---|
| To enable program and benefit management settings: | Customize Application |
- From Setup, in the Quick Find box, enter Benefit, and then select Program and Benefit Management Settings.
- Turn on Create and manage your programs, benefits, and goals.
- Select Benefit Disbursement Settings, and then turn on Create and manage benefit disbursements.
Enable Care Plans
Required Editions
| User Permissions Needed | |
|---|---|
| To enable care plans: | Customize Application |
- From Setup, in the Quick Find box, enter Care, and then select Care Plan Settings.
- Turn on Create and manage care plans.
Assign Permissions
Assign these permission sets to anyone who sets up and works with social insurance
objects.
- Benefit Disbursement Access
- Care Plans Access
- Program and Benefit Management Access
Alternatively, assign the admins the Public_Sector_Solutions_Admin permission set group to assign them the required permission sets. The permission set group also provides access to additional common features that the admins can set up for users.
See View and Assign Permission Sets in Public Sector and View and Assign Permission Set Groups in Public Sector.
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