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Set Field-Level Security for Portal Users
Create a permission set that gives portal users read and edit access to the fields that they need to book appointments.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
| User Permissions Needed | |
|---|---|
| To set field-level security access: | Education Cloud Full Access |
Before you begin, make sure that you turn on Salesforce Scheduler.
- Create a custom permission set for portal users.
- In your new permission set, click Object Settings.
- Click Skill Requirements.
- Click Edit and select read access for Skill Level.
- Save your changes.
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Similarly, provide access to these fields:
Object Field Access Type Account Operating Hours Read Assigned Resource Required Resource Edit Service Appointment - Address
- Appointment Type
- Arrival Window End Time
- Arrival Window Start Time
- Contact
Edit Service Appointment - Actual End Time
- Actual Start Time
Read Service Resource Skill - Effective End Date
- Skill Level
Read Service Territory Address Read Service Territory Member - Effective End Date
- Operating Hours
Read Success Team Resource Assignment Type Read Work Type - Block Time After Appointment
- Block Time After Unit
- Block Time Before Appointment
- Block Time Before Unit
- Operating Hours
- Timeframe End
- Timeframe End Unit
- Time Frame Start
- Time Frame Start Unit
Read Work Type Group Additional Information Read

