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Configure Access and Sharing for Transfer Credits

Assign permission sets, update sharing settings, and grant staff and portal users access to transfer credit records and flows.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed
To set assign permissions and set sharing for transfer credits: Education Cloud Full Access permission set
  1. Assign these permission sets. See Manage Permission Set Assignments.
    Permission set Description Recommended Users
    Education Cloud Full Access Give users access to Education Cloud objects and components. Staff members
    Omnistudio User Give users the ability to schedule appointments. Staff members
    Education Cloud for Experience Cloud Access Give Experience Cloud users access to Education Cloud. Learners
  2. Update the sharing settings on objects required for transfer credits:
    1. From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.
    2. Under Default Sharing Settings, click Edit.
    3. Modify the default internal access for these objects to Public Read Only.

      Learning

      Learning Achievement

      Learning Equivalency

      Learner Pathway

    4. Modify the default internal access for these objects to Public Read/Write.

      Course Credit Transfer Application

      Learner Achievement

      Learner Achievement Method

      Learner Program

    Alternatively, control this access by using Sharing Rules. Anyone who creates program plans needs sharing and edit access to the relevant learning objects.
  3. Provide users the necessary permissions to run flows.
    1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
    2. Click Clone next to Education Cloud Full Access.
    3. Enter a label and an API name for the permission set.
    4. Save your changes.
    5. Select your permission set.
    6. Click App Permissions.
    7. Click Edit, select Run Flows, and then save your changes.
    8. Assign the new permission set to your staff users. See Manage Permission Set Assignments.
  4. Provide the required permissions for portal users:
    1. From Setup, in the Quick Find box, enter Permission, and then select Permission Sets.
    2. From the list, find Education Cloud for Experience Cloud Access and click Clone.
    3. Enter a label, API name, and description.
    4. Save your changes.
    5. Select your new permission set.
    6. Click Object Settings, select Cases, and then click Edit.
    7. For Field Permissions, select Create and Edit for the Account Name field.
    8. Save your changes.
    9. From Object Settings, select Course Credit Transfer Applications, and then click Edit.
    10. For Object Permissions, select Create, Edit, and Delete.
    11. For Field Permissions, select Read access and Edit access for the Case field.
    12. Save your changes.
    13. Assign the new permissions set to your portal user group. See Manage Permission Set Assignments.