Education Cloud offers features from multiple products, and some components require
additional licenses. Identify the recommended permission sets for some basic roles in your
institution.
Role
Recommended Permission Sets
Admin User
Access Accounting Subledger Growth
CRM Analytics for Education Admin
CRM Analytics for Education User
Data Pipelines Base User
Important You can assign
the Data Pipelines Base User permission to only three users,
so assign it to specific admin users.
DocGen Designer
DocGen User
Education Cloud Full Access
Manage Accounting Subledger
OmniStudio Admin
OmniStudio User
Query for Datapipelines User
Run Accounting Subledger Job
Application Reviewer
Education Cloud Limited Access
Omnistudio Admin
Omnistudio User
Experience Cloud User
Education Cloud for Experience Cloud Access
DocGen Runtime Community User
Note Education Cloud for Experience Cloud Access includes all required
Omnistudio permissions.
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