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Case Referral Intake Editions and Permissions
Review the supported products and editions for Case Referral Intake. 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 |
|---|---|
Case Referral OR Education Cloud Full Access |
Assign to all users. Includes the case referral user permission, permission set license, and full access to all case referral objects and fields. |
Industries Assessment OR Education Cloud Full Access |
Assign to all users. Provides access to the user permission Discovery Framework Platform User. Industries Assessment isn’t provided. See Create the Industries Assessment Permission Set. |
| OmniStudio Admin | Assign to admin users who set up the case referral flows. |
| OmniStudio User | Assign to end users who run the case referral flows. |
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.
