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          Set Field-Level Security for Portal Users

          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.

          Required Editions
          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.

          1. Create a custom permission set for portal users.
          2. In your new permission set, click Object Settings.
          3. Click Skill Requirements.
          4. Click Edit and select read access for Skill Level.
          5. Save your changes.
          6. 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
           
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