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Create a Profile for Video Visit Self-Service Users
Create a profile for your Experience Cloud site users to schedule video visits.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud and the Customer Community or Customer Community Plus user license |
| User Permissions Needed | |
|---|---|
| To access Health Cloud objects on an Experience Cloud site: | Health Cloud for Experience Cloud Sites permission set license |
| To administer a Health Cloud site: | HealthCloud For Community permission set license |
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
-
Click Clone next to the Customer Community Plus
User.
For the Customer Community User, clone the Customer Community User Profile.
- Enter a name for the profile and click Save.
- Edit the cloned profile.
-
In the Administrative Permissions section, select Manage Health
Cloud and verify Select Files from Salesforce and
Share Files with People in Experience Cloud Sites are selected.
These options aren’t available to the Customer Community User Profile.
-
In the General User Permissions section, select View Content in
Portals.
This option isn’t available to the Customer Community User Profile.
- Grant the user the following Standard Object Permissions.
| Object Name | Basic Access |
| Accounts | Read, Create |
| Appointment Reasons | Read |
| Appointment Reason Engagement Channel Types | Read |
| Appointment Topic Time Slots | Read |
| Care Provider Facility Specialties | Read |
| Care Provider Searchable Field | Read |
| Care Specialties | Read |
| Care Specialty Taxonomies | Read |
| Care Taxonomies | Read |
| Cases | Read, Create, Edit |
| Code Sets | Read |
| Contacts | Read |
| Documents | Read |
| Document Checklist Items | Read |
| Engagement Channel Types | Read |
| Healthcare Diagnoses | Read |
| Healthcare Facilities | Read |
| Healthcare Facility Networks | Read |
| Healthcare Payer Networks | Read |
| Healthcare Practitioner Facilities | Read, Create, Edit |
| Healthcare Practitioner Facility Appointments | Read, Create, Edit |
| Healthcare Procedures | Read |
| Healthcare Providers | Read |
| Healthcare Provider NPIs | Read |
| Healthcare Provider Specialties | Read |
| Healthcare Provider Taxonomies | Read |
| Member Plans | Read, Create, Edit |
| Omni Data Transformations | Read |
| Omni Data Transformation Items | Read |
| Omni Electronic Signature Templates | Read |
| Omni Processes | Read |
| Omni Process Compilations | Read |
| Omni Process Elements | Read |
| Omni Process Transient Data | Read |
| OmniScript Saved Sessions | Read |
| Omni UI Cards | Read |
| Operating Hours | Read |
| Service Appointments | Read, Create, Edit |
| Service Resources | Read |
| Service Territories | Read |
| Solutions | Read |
| Work Types | Read |
| Work Type Care Specialties | Read |
| Work Type Code Set Bundles | Read |
| Work Type Groups | Read |
- For Custom Object Permissions, grant the user Read access to Data Mapper Bulk Data.
- Save your changes.
-
In the Field-Level Security ection for the cloned profile, ensure that all fields for the
objects listed in the preceding table have Read Access. For the Time
Slot object, also assign Edit Access.
This option isn’t available to the Customer Community User Profile.
- In the Enabled Apex Class Access section for the cloned profile, click Edit and add all Available Apex Classes to the Enabled Apex Classes list.
- Save your changes.
-
Navigate to the Administration Workspace for your Experience Clud site and add the cloned
profile.
- In Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
- Select Workspaces next to the patient’s Experience site.
- Click the Administration tile.
- Click Members.
- Under Select Profiles, select All or Customers in the Search field, and then add the cloned profile and the System Administrator profile to the Selected Profiles list.
- Save your changes.
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