Salesforce Docs Portal

Configure User Permissions and Sharing Rules

Set up organization-wide default sharing settings and grant specific access to the objects that make up a care program. Create and clone permission sets to give users the correct access to forms and other data.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
  1. Set org-wide sharing for the following objects to be Private, Public Read Only, or Public Read/Write, as necessary.

    Authorization Form

    Authorization Form Consent

    Authorization Form Data Use

    Authorization Form Text

    Care Program

    Care Program Enrollee Product

    Care Program Enrollment Card

    Care Program Product

    Care Program Provider

    Data Use Purpose

  2. Create a permission set that gives access to the objects used to manage consent forms. Select Object Settings in your new permission set and enable the following object permissions.

    Authorization Forms: Read

    Authorization Form Consents: Read, Create, Edit

    Authorization Form Data Uses: Read

    Authorization Form Texts: Read

    Data Use Purposes: Read

  3. Clone the Health Cloud Starter (for Life Sciences Cloud) or Health Cloud Foundation permission set (for Health Cloud). Select Object Settings in your cloned permission set and configure Read access for these objects.

    Care Programs

    Care Program Enrollees

    Care Program Enrollee Products

    Care Program Enrollment Cards

    Care Program Products

    Care Program Providers

  4. Enable care coordinators and care managers to enroll participants in programs.
    1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
    2. Clone the Standard User profile and add a profile name.
    3. In the cloned profile, click Edit and scroll to General User Permissions.
    4. Enable Run Flows.
    Note
    Note Care Program Enrollee requires at least an Account, User, or Lead record and has a validation preventing a duplicate of an Account, User, or Lead relationship.
  5. Allow care coordinators to enroll patients in the same care program more than one time.
    1. From Setup, in the Quick Find Box, enter Program Enrollee Settings, and then select Program Enrollee Settings.
    2. Enable Multiple Enrollments in the Same Care Program.
    Note
    Note

    Enabling this setting removes the validation that prevents duplicate enrollments in a care program. It only checks that at least one of the Account, Lead, or User fields in a care program enrollee record are populated.

    Note
    Note

    After you enable this setting, you can’t disable it.

  6. To enable participants to view content in a site, clone the Customer Community Plus User profile or a similar profile that includes View Content permission. Grant the View Content in Portal permission to the cloned profile.
    1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
    2. Clone the Customer Community Plus User profile and add a profile name.
    3. In the cloned profile, click Edit and scroll to General User Permissions.
    4. Enable View Content in Portals.
    5. Save your changes.