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          Create Internal and External Users for Advanced Therapy Management

          Create Internal and External Users for Advanced Therapy Management

          Create users and assign them the Advanced Therapy Management profiles that you created.

          Required Editions

          Available in: Lightning Experience

          Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud

          User Permissions Needed
          To access Multi-Step Scheduling features:

          Multi-Step Scheduling permission set

          OR

          Manage Multi-Step Scheduling features

          To create, edit, and delete Life Sciences Cloud data: Health Cloud Starter perm set
          To create, edit, and delete Health Cloud data:

          Health Cloud Foundation perm set

          OR

          Manage Health Cloud

          To create users: Manage Internal Users
          1. From Setup, in the Quick Find box, enter Users, and select Users.
          2. Click New User.
          3. Enter the user’s name and email address and a unique username in the form of an email address. By default, the username is the same as the email address.
          4. For User License, select Salesforce.
          5. For Profile, select the profile you created. For example, for treatment center coordinator, select QTC coordinator.
          6. Save your changes.

          Add another user for the profile that confirms the booking.

           
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          Salesforce Help | Article