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            Configure Permissions for Utility Self Service Portal Users

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            Configure Permissions for Utility Self Service Portal Users

            Service administrators, and prospective and current utility customers are common types of Utility Self Service Portal users. Learn more about the recommended permissions for these users.

            This table provides a detailed mapping of common personas in Utility Self Service Portal along with their recommended permissions. The table lists energy-specific permission sets along with the common permission sets, such as CPQ, EPC, DC, and OM Permission Set Licenses and Permission Sets and CLM and DocGen Permission Set Licenses and Permission Sets for CME.

            Before you begin, ensure that you have the Energy & Utilities Base Service license assigned.

            Customer Persona

            Sample Permission Set Group

            Sample Permission Sets

            Guest User (prospective utility customer)

            		  

            • Omnistudio Designer

            • EnergySelfServiceGuestUser

            Existing Utility Customer

            Self_Service_Portal_PSG

            EnergySelfServiceCCUser
            Note
            Note Check with a Salesforce implementation partner, or Salesforce security model expert for advice on sharing settings for your guest site user. For example, site guest users sometimes need read access to these objects:
            • Omni Process

            • Omni UI Card

            • Omni Data Transformation

            Administrator User

            Managed Permission Set

            Sample Permission Set Group

            Sample Permission Sets

            Service Administrator

            EAndUCloudServiceRuntime

            Self_Service_Portal_PSG

            • Base:Runtime:ReadOnly

            • Base:Runtime:ViewAndManageBillPayment

            • EPC:Design:All

            • EPC:Admin:All

            • EnergyRuntimeServiceAdmin

            • SFI OmniObjects Permissions - Admin (For Omni objects on Manage Package) OR Omnistudio Admin (For OS enabled Org)

            • DocGen:Runtime:All

            • DocGen:Design:All
             
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