Assign Permission Sets for Participant Management Users
Participant Management offers five permission sets: Clinical Trial Manager, Clinical
Trial Coordinator, Clinical Trial Participant, Clinical Trial Guest, and Clinical Trial Site
Coordinator in Experience Cloud. Assign the necessary permission sets to users according to their
roles.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life
Sciences Cloud or Health Cloud and the Participant Enrollment Add-On license
User Permissions Needed
To assign permission sets and permission set licenses:
Modify All Data and Privacy Center
Here’s the list of permission sets required to access various features of Participant
Management.
Permissions
User
Permission Sets Required
Administrator
Actionable Segmentation
Clinical Trial Manager
Criteria-Based Search and Filter
Data Pipelines Base User
Health Cloud Starter
Omnistudio Admin
Omnistudio User (OmniStudioExecution)
Omnistudio User (OmniStudioUser)
Prompt Template Manager
Prompt Template User
Query for Datapipelines User
Use Data Processing Engine
Trial Manager
Actionable Segmentation
Clinical Trial Manager
Data Pipelines Base User
Health Cloud Starter
Omnistudio Admin
Omnistudio User
Prompt Template Manager
Prompt Template User
Query for Datapipelines User
Criteria-Based Search and Filter
Trial Coordinator
Omnistudio User
Prompt Template User
Health Cloud Starter
Clinical Trial Coordinator
Trial Participant
Clinical Trial Participant
Trial Coordinator Experience Cloud
Clinical Trial Site Coordinator in Experience Cloud
Trial Guest
Clinical Trial Guest
From Setup, in the Quick Find box, enter Users, and then select
Users. .
Click the user who you want to assign the permission set license to.
In the Permission Set License Assignments related list, click Edit
Assignments.
Select the required permission sets to assign depending on the user role.
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