---
schema_version: "1"
id: 4d908192261bc4849491deae148c42f65fd2cac92b55e36d6feac23397f44c33
title: Configure External User Assessments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/discovery_framework_configure_external_user_assessments.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.discovery_framework_configure_external_user_assessments.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 97c88c83e470c8042048ebadff2aab8765355d4b9b46bac09d41b68bc0cec497
description: Turn on external user assessments, and then select the customized Send Assessment Email template flow to use to send assessment notifications to users.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Configure External User Assessments

Turn on external user assessments, and then select the customized Send Assessment Email template flow to use to send assessment notifications to users.

### 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;"><a href="https://help.salesforce.com/s/articleView?id=ind.discovery_framework_editions_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products and editions for Discovery Framework and Assessments. Then learn about how your product handles permissions and how to assign them.">View supported product editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d3601e62">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d3601e62 ">To configure assessments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d3601e62 ">
              <p>Industries Assessment permission set license</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Education Cloud Guest
                Access</p>
            </td>

          </tr>
        </tbody>
      </table>

1. From Setup, in the Quick Find box, enter Assessment, and select **Assessment Settings**.
2. **Turn On** External User Assessments.
3. Set the default number of days until the assessment envelope expires.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-discovery_framework-264-0-0-production-enus/e279ff15-cce5-49ed-87b7-c676317e3119/images/icon_note.png)
    
    Note The assessment envelope contains all the assessments that the user assigns to the patient. The user can change the default expiration date before sending the assessments, but the expiration date can’t exceed 30 days.
4. In Send Email Assessment Flow, click **Edit**.
5. Select the Send Email Assessment Flow that is customized to meet your business processes.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-discovery_framework-264-0-0-production-enus/e279ff15-cce5-49ed-87b7-c676317e3119/images/icon_note.png)
    
    Note If the Send Email Assessment Flow isn’t in the dropdown, check to see if it’s activated. See [Customize the Assessment Envelope Email Template Flow](https://help.salesforce.com/s/articleView?id=ind.discovery_framework_assessment_envelope_email_template_flow.htm&release=264.0.0&type=5 "The Send Assessment Envelope Email flow is provided as a standard flow template. You can clone the template and customize it to suit your business processes")
6. Save your work.