---
schema_version: "1"
id: 2a3dc7817ad1931edddfe06310ba3b184ab678ec8dd6ac9a300eeb14ca05f29e
title: Create Custom Permission Sets for Automotive Scheduler
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_scheduler_permission_sets.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_scheduler_permission_sets.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e71fc8901df5746e5a4fce1fcde7814fdfdbd5b966a5edd7889cea1b31a50eed
description: Create a custom permission set for service technicians and service agents so that they can be selected as service resources for an appointment. Create another custom permission set for external users to provide access to OmniScripts, DataRaptors, and FlexCards so that they can schedule appointments from an Experience Cloud site.
products:
  - Automotive
release: "264"
---
# Create Custom Permission Sets for Automotive Scheduler

Create a custom permission set for service technicians and service agents so that they can be selected as service resources for an appointment. Create another custom permission set for external users to provide access to OmniScripts, DataRaptors, and FlexCards so that they can schedule appointments from an Experience Cloud site.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d13779e63">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13779e63 ">To assign permission sets to users:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13779e63 ">Manage Users</td>

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Make sure that you have the OmniStudio Runtime for Communities, and the Salesforce Scheduler licenses provisioned for your org.

1. To let a user be defined as a service resource for an appointment, follow these steps:
    1. From Setup, in the Quick Find box, enter Permission, and then select **Permission Sets**.
    2. Click **New**.
    3. For Label, enter a meaningful name such as Service Resource Permission.
    4. For License, select **Salesforce Scheduler**.
    5. Click **Save**.
    6. Click **System Permissions** and click **Edit**.
    7. Select **Enabled** for Let a user be included in appointments in Salesforce Scheduler.
        
        Users in the org who are assigned this permission set can be set up as service resources and can be linked to a service appointment.
    8. Click **Save**.
    9. Click **Manage Assignments**.
    10. Click **Add Assignments**.
    11. Select the checkboxes next to the user records, and click **Assign**.
    12. Click **Done**.
2. To provide an external user access to the components for the appointment scheduling flow, follow these steps:
    1. From Setup, in the Quick Find box, enter Permission, and then select **Permission Sets**.
    2. Click **New**.
    3. For Label, enter a meaningful name such as OmniStudio Runtime Access for Customers and Partners.
    4. For License, select **OmniStudio Runtime for Communities**.
    5. Click **Save**.
    6. Click **System Permissions** and click **Edit**.
    7. Select **Enabled** for Enables consumers and partners to execute OmniScripts, DRs, and Cards through a Community or off platform.
        
        Customer or partner users who are assigned this permission set can access the OmniStudio components that power the appointment scheduling flow.
    8. Click **Save**.
    9. Click **Manage Assignments**.
    10. Click **Add Assignments**.
    11. Select the checkboxes next to the user records, and click **Assign**.
    12. Click **Done**.