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Create Custom Profiles for Customer Engagement Users

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Create Custom Profiles for Customer Engagement Users

Before you create Customer Engagement user records, create custom profiles for admins and standard users by cloning the System Administrator or Standard User profile.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
User Permissions Needed
To create custom profiles: Life Sciences Commercial Admin and Health Cloud Starter permission sets
Note
Note The Life Sciences Cloud mobile app doesn't support users with the System Admin profile. Make sure to access the app with a user profile such as Field Sales Representative or Medical Science Liaison.

Create Custom Admin Profiles for Life Sciences Customer Engagement

Create custom profiles for business admins and mobile admins by cloning the system administrator profile. Then create users and assign them to the relevant profiles.

  1. From Setup, use the Quick Find box to search for and select Profiles.
  2. Click Clone next to the System Administrator profile.
  3. In Profile Name, enter a name such as Business Admin. Do not include underscores in profile names.
  4. Save your changes.
  5. Repeat the above steps to create a Mobile Admin profile.
  6. To add users, see Add Life Sciences Users.

Create Custom User Profiles for Life Sciences Customer Engagement

Create custom profiles for personas such as Field Sales Representative and Medical Science Liaison by cloning the Standard User profile.

  1. From Setup, use the Quick Find box to search for and select Profiles.
  2. Click Clone next to the Standard User profile.
  3. In Profile Name, enter a name for the user profile based on your organization's naming conventions for your users. Don't include underscores in profile names.
  4. Turn off the View Setup and Configuration permission.
  5. Save your changes.
  6. Repeat the steps to create more profiles for your users.
  7. To add users, see Add Life Sciences Users.
 
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