Set Up Mentoring Facilitators

Create Permission Set for Mentoring Facilitators

1. From Setup, in the Quick Find box, enter Users, and then select Permission Sets.

2. In Education Cloud Full Access permission set, click Clone.

3. Enter a label and an API name for your mentoring facilitator permission set.

4. Save your changes.

5. Click your mentoring facilitator permission set.

6. Click App Permissions.

7. Click Edit, select Run Flows, and then save your changes.

8. Click Permission Set Overview, and then click Object Settings.

9. Click Action Plans, and then click Edit.

10. From Object Permissions, select View All Records.

11. Save your changes.

12. Similarly, set permissions for these objects.

    • Assessment

    • Assessment Question

    • Assessment Question Set

    • Benefit Type

    • Constituent Role

    • Program

    • Provider Offering

    • Unit of Measure

Assign the new permission set to your mentoring facilitator public group.

See Also:

• Manage Permission Set Assignments

Create a Public Group for Mentoring Facilitators

1. From Setup, in the Quick Find box, enter Public Groups, and then select Public Groups.

2. Click New.

3. Enter a label, such as Mentoring Facilitator.

4. From the Available Members list, select the members who you want to assign to the group, and then move them to the Selected Members list.

5. Save your changes.

Create Sharing Rules for the Mentoring Facilitator

1. From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.

2. For Program Enrollment Sharing Rules, click New.

3. In Label, enter Active Program Enrollment Sharing. Press Tab to automatically fill the Rule Name field.

4. Select Based on criteria as the rule type.

5. For criteria, set these values.

   1. From Field, select Is Active.

   2. From Operator, select equals.

   3. From Value, select True.

6. From Share with, select Public Groups, and then select your mentoring facilitators public group.

7. From Access Level, select Read/Write.

8. Save your changes.

9. For Benefit Assignment Sharing Rules, click New.

10. In Label, enter Benefit Assignment Mentoring. Press Tab to automatically fill the Rule Name field.

11. Select Based on criteria as the rule type.

12. For Criteria, set these values.

    1. From Field, select Status.

    2. From Operator, select equals.

    3. From Value, select the status fields.

13. From Share with, select Public Groups, and then select your mentoring facilitators public group.

14. From Access Level, select Read/Write.

15. Save your changes.

16. For Benefit Type Sharing Rules, click New.

17. In Label, enter Benefit Type Mentoring. Press Tab to automatically fill the Rule Name field.

18. Select Based on criteria as the rule type.

19. For Criteria, set these values.

    1. From Field, select Status.

    2. From Operator, select equals.

    3. From Value, select the status fields.

20. From Share with, select Public Groups, and then select your mentoring facilitators public group.

21. From Access Level, select Read/Write.

22. Save your changes.

23. For Document Clause Sharing Rules, click New.

24. For Label, enter Document Clause Mentoring. Press Tab to automatically fill the Rule Name field.

25. Select Based on criteria as the rule type.

26. For Criteria, set these values.

    1. From Field, select Status.

    2. From Operator, select equals.

    3. From Value, select the status fields.

27. From Share with, select Public Groups, and then select your mentoring facilitators public group.

28. From Access Level, select Read/Write.

29. Save your changes.