Salesforce Docs Portal

Grant Site Members Access to Consent Documents

Make sure site members can view and consent to documents when they log into the site and open their care program card.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
Tip
Tip You can also manage Files membership through a public group or by adding a single user. If you're doing this via API, use the ContentWorkspaceMember object to manage library membership.
  1. From the App Launcher, go to Files, and open the library that contains the consent forms.
  2. Click Manage Members.
  3. Add a site member and configure the access level to the consent forms.