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Assign Permission Sets and Permission Set Licenses To Your Advanced Therapy Management Users

Assign Permission Sets and Permission Set Licenses To Your Advanced Therapy Management Users

Help users manage slots with Advanced Therapy Management by assigning them the required permission sets and permission set licenses.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
User Permissions Needed
To access Multi-Step Scheduling features:

Multi-Step Scheduling permission set

OR

Manage Multi-Step Scheduling features
To create, edit, and delete Life Sciences Cloud data:

Health Cloud Starter permission set
To create, edit, and delete Health Cloud data:

Health Cloud Foundation permission set

OR

Manage Health Cloud
  1. From Setup, in the Quick Find box, enter Users, and select Users
  2. Select the appropriate user.
  3. In the Permission Set License Assignment related list, and click Edit Assignment.
  4. Select these permission set licenses:
    • Health Cloud Starter (for Life Sciences Cloud) or Health Cloud Platform (for Health Cloud)
    • Multi-Step Scheduling
    • Action Plans
    • Industries Visit
    • Health Cloud Advanced Therapy Orchestration
  5. Click Save.
  6. In the Permission Set Assignments related list, click Edit Assignment.
  7. Move the following permission sets to the Enabled Permission Sets list.
    • Health Cloud Starter (for Life Sciences Cloud) or Health Cloud Foundation (for Health Cloud)
    • Multi-Step Scheduling
    • Action Plans
    • Industries Visit
    • Health Cloud Advanced Therapy Orchestration
  8. Save your work.