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Social Insurance Site Prerequisites
After you set up the social insurance claim flows, prepare your social insurance Experience Cloud portal by completing these prerequisites.
Required Editions
General Site Setup
Start by completing basic configuration that applies 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 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 Customer Community Profile for Social Insurance Site Users
Clone and customize the Customer Community Plus User profile to grant site users access to required objects and data. To make the Respond action in the Claims list view available to users, grant them access to the Social Insurance Claim Flow custom setting.
Required Editions
| User Permissions Needed | |
|---|---|
| To create profiles: | Manage Profiles and Permission Sets |
Every Salesforce org includes standard profiles that you can assign to users so that they have access to the features and objects they need to use the site. Clone and customize the profile that constituents use when they log in to your Experience Cloud site so that they have access to features and objects they need to file social insurance claims.
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- Next to the Customer Community Plus User profile, click Clone.
- Enter a name for the profile, such as Social Insurance Site User, and save your changes.
- Select System Permissions and then click Edit.
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Select these options.
- Access Activities
- Discovery Framework Platform User
- Edit Tasks
- Enables consumers and partners to execute Omniscripts, DRs, Cards through a Community or off platform
- Grant community users access to LPI features
- Provides access to Public Sector data for Community users
- View Roles and Role Hierarchy
- Save your changes.
- Select Object Settings, and then click Edit.
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Set permissions based on your needs, using the table as a guide.
Object Access Level Accounts Read Assessment Questions Read Assessment Question Responses Read, Create, Edit Assessment Question Sets Read Assessment Question Versions Read Assessments Read, Create, Edit Claims Read, Create, Edit Code Sets Read Healthcare Providers Read Individual Applications Read, Create, Edit Omni Data Transformations Read Omni Data Transformation Items Read Omni Electronic Signature Templates Read Omni Process Compilations Read Omni Process Elements Read Omni Process Transient Data Read Omni Processes Read Omniscript Saved Sessions Read Omni UI Cards Read Party Incomes Read Preliminary Application References Read, Create, Edit - Save your changes.
- Select Custom Settings Definitions, and then click Edit.
- Add Social Insurance Claim Flow to the Enabled Custom Setting Definitions list.
- Save your changes.
Create Experience Cloud Site Users
To allow constituents to access your site, enable them as customer users and assign them the Customer Community Plus license and the Constituent Portal User profile.
Required Editions
| User Permissions Needed | |
|---|---|
| To create or edit Customer Community Plus users: | Manage Customer Users |
Ensure that the user who owns a constituent’s person account is assigned a role. If necessary, before you begin, create and assign a role to the user.
- From the App Launcher, find and select Accounts, and then click a constituent’s person account.
-
Click
, and then
select Enable Customer User.
- On the user record page, enter an email address and a unique username in the form of a email address. By default, the username is the same as the email address.
- (Optional) Change the system-generated nickname for the user. The nickname is the user’s display name in an Experience Cloud site.
- For User License, select Customer Community Plus.
- For Profile, select Social Insurance Site User.
- Deselect Generate new password and notify user immediately so that the user doesn’t receive a password until you activate your Experience Cloud site.
- Save your changes.
Assign Permissions to Employee Users
- Benefit Assistance Community Access
- Omnistudio Experience Cloud User
- Licensing, Permitting, and Inspections for Community User
Assign Permissions to Employer Representative Users
Give employer representative users the permissions they need to review workers’ compensation claims and provide the information required to process them.
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Clone the Benefit Assistance Community Access permission set.
- From Setup, in the Quick Find box, enter Permission, and then select Permission Sets.
- For Benefit Assistance Community Access, click Clone.
- Enter a name for the cloned permission set. For example, enter Social Insurance Site Access for Employers. Then, press Tab to autopopulate the API name.
- (Optional) Modify the description.
- Save your changes.
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Enable the Respond to Social Insurance Claims system permission in the cloned permission
set.
- Click Social Insurance Site Access for Employers.
- Select System Permissions, and then click Edit.
- Turn on Respond to Social Insurance Claims.
- Save your changes.
-
Assign these permission sets to employer representative users.
- Social Insurance Site Access for Employers
- Omnistudio Experience Cloud User
- Licensing, Permitting, and Inspections for Community User
