Provide proxies, such as parents and guardians, with a unified access point to stay involved and complete tasks directly. Configure and extend the portal template to support proxy scenarios across all educational levels. In K-12, parents can manage households, applications, and student information, while in higher education, designated proxies can securely access records and perform tasks that students delegate.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions where the Education Cloud license is enabled.
Who: Advisors with the Education Cloud Full Access permission set can use this feature. Students who have the Education Cloud for Experience Cloud permission set can use this feature.
How: To turn on delegated access management, select Salesforce Go from the gear menu or from the main Setup menu. Then search for Delegated Access Management.