Permission set licenses give study managers and site investigators access to the Site
Management features. Make sure that you assign the required permission set licenses to users to
help them use the features.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life
Sciences Cloud or Health Cloud
User Permissions Needed
To assign permission set licenses:
Manage Users
Site Management users require these permission set licenses to the feature:
ROLE
PERMISSION SET LICENSE
Study Manager
Context Service Runtime
Criteria-Based Search and Filter
Document Checklist
Health Cloud Starter
Natural Language Processing (NLP) Service
Omnistudio Admin
Omnistudio User: You can see two permission sets with this name. Assign both.
Prompt Template User
Scoring Framework User
Study Manager for Site Management
Life Sciences Site Management Summarization
Site Investigator
Omnistudio User: You can see two permission sets with this name. Assign both.
Site Management Investigator for Experience Cloud
Life Sciences Site Management Summarization
From Setup, in the Quick Find box, enter Users and select
it.
Click the user and on the user setup page, click Permission Set
Assignments.
Click Edit Assignments next to Permission Set Assignments.
From the Available Permission Sets column, move the permission set licenses to the
Enabled Permission Sets column.
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