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Create a Profile for Virtual Calls Self-Service Users
Create a profile for your Experience Cloud site users to schedule video visits.
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
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Click Clone next to the Customer Community Plus
User.
For the Customer Community User, clone the Customer Community User Profile.
- Enter a name for the profile and click Save.
- Edit the cloned profile.
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In the General User Permissions section, select View Content in
Portals.
This option isn’t available to the Customer Community User Profile.
- Grant the user the following Standard Object Permissions.
| Object Name | Basic Access |
| Accounts | Read, Create |
| Appointment Reasons | Read |
| Appointment Reason Engagement Channel Types | Read |
| Appointment Topic Time Slots | Read |
| Cases | Read, Create, Edit |
| Contacts | Read |
| Documents | Read |
| Document Checklist Items | Read |
| Engagement Channel Types | Read |
| Omni Data Transformations | Read |
| Omni Data Transformation Items | Read |
| Omni Electronic Signature Templates | Read |
| Omni Processes | Read |
| Omni Process Compilations | Read |
| Omni Process Elements | Read |
| Omni Process Transient Data | Read |
| OmniScript Saved Sessions | Read |
| Omni UI Cards | Read |
| Operating Hours | Read |
| Service Appointments | Read, Create, Edit |
| Service Resources | Read |
| Service Territories | Read |
| Solutions | Read |
| Work Types | Read |
| Work Type Groups | Read |
- For Custom Object Permissions, grant the user Read access to Data Mapper Bulk Data.
- Save your changes.
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In the Field-Level Security section for the cloned profile, ensure that all fields for the
objects listed in the preceding table have Read Access. For the Time
Slot object, also assign Edit Access.
This option isn’t available to the Customer Community User Profile.
- In the Enabled Apex Class Access section for the cloned profile, click Edit and add all Available Apex Classes to the Enabled Apex Classes list.
- Save your changes.
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Navigate to the Administration Workspace for your Experience Clud site and add the cloned
profile.
- In Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
- Select Workspaces next to the patient’s Experience Cloud site.
- Click the Administration tile.
- Click Members.
- Under Select Profiles, select All or Customers in the Search field, and then add the cloned profile and the System Administrator profile to the Selected Profiles list.
- Save your changes.

