Assign Health Cloud Permission Sets and Licenses to Multiple Users

You can streamline administration by using Data Loader and a spreadsheet to assign permission set licenses in bulk.

Permission set licenses and permission sets have different purposes. Permission set licenses extend the functionality of a user license, and permission sets extend a user’s functional access without changing a user’s profile. When you assign a permission set, you’re also assigning the associated permission set license.

Before you assign or unassign Health Cloud permission sets and permission set licenses, make sure you meet these requirements:

  • You must have administrator permissions and access to the Company Information panel of your org.
  • You must have Salesforce Data Loader installed so you can obtain users’ internal IDs as well as the internal IDs of the Health Cloud permission sets.
  • You need a spreadsheet application that handles CSV files, such as Microsoft Excel or Google Sheets.