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Care Plans Editions and Permissions
Review the supported products, editions, and permissions for Care Plans. Then learn about how your product handles permissions and how to assign them.
Required Editions
| Available in: Lightning Experience |
| Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions |
| Nonprofit Cloud: Enterprise, Unlimited, and Developer Editions |
| Public Sector Solutions: Enterprise, Performance, Unlimited, and Developer Editions |
Required Permissions
We recommend that you use permission set groups and muting permission sets to manage user access. To see what’s included in a permission set, click View Summary on the permission set’s detail page in Setup. Review your cloud’s documentation, too.
| Permission Set Name | Notes |
|---|---|
Care Plans Access OR Education Cloud Full Access |
Assign to all care plans users. Includes the care plans user permission, permission set license, and full access to the care plans and case objects and fields. |
Advanced Program Management OR Education Cloud Full Access |
Assign to all care plans users. Includes the user permission, permission set license, and object access for benefits, cases, cohorts, complaints, goals, programs, and recurring schedules. |
Action Plans OR Education Cloud Full Access |
Assign to all care plans users. Includes the action plans user permission, permission set license, and access to action plan objects and fields. |
Interaction Summary OR Education Cloud Full Access |
Assign to all care plans users. Includes the Interaction Summary and Interest Tags user permissions and permission set licenses, and full access to the Interaction Summary and Interest Tag objects. |
Customizing Permissions
If you customize this feature, such as adding fields, create a custom permission set. To remove user permissions from the default permission set, create a muting permission set. Then, use permission set groups to assign users the default permission set in addition to your custom permission sets and muting permission set. This approach makes sure that users always have the latest default permissions and is an alternative to cloning permission sets.
