---
schema_version: "1"
id: e0763fdaa90b037ffa31c6cafc2c709ff446a3c71368adc2d6aaa617c88c3645
title: Configure Access and Sharing for Transfer Credits
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_access_and_sharing_for_transfer_credits.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_access_and_sharing_for_transfer_credits.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d15212199c5be86ff283b4261486850d28b827e428d6b785fa47b8cf5f7d46b4
description: Assign permission sets, update sharing settings, and grant staff and portal users access to transfer credit records and flows.
products:
  - Education
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</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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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d161413e75">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d161413e75 ">To set assign permissions and set sharing for transfer credits:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d161413e75 ">Education Cloud Full Access permission set</td>

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1. Assign these permission sets. See [Manage Permission Set Assignments](https://help.salesforce.com/s/articleView?id=platform.perm_sets_manage_assignments.htm&language=en_US).
    
    | 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](https://help.salesforce.com/s/articleView?id=platform.security_about_sharing_rules.htm&language=en_US). 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](https://help.salesforce.com/s/articleView?id=platform.perm_sets_manage_assignments.htm&language=en_US).
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](https://help.salesforce.com/s/articleview?id=platform.perm_sets_manage_assignments.htm).