Assign Permission Sets to Appointment Users in Education Cloud

After you create permission sets for appointments, assign them to your staff members and learners.

Editions Needed
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed  
To assign permission sets to appointment users in Education Cloud: Education Cloud Full Access
Tip
Tip To see what permission set licenses are available, from Setup, in the Quick Find box, enter Company Setup, and then select Company Information.
  1. From Setup, in the Quick Find box, enter Users, and then select Users.
  2. Click a user.
  3. In the Permission Set Assignments section, click Edit Assignments.
  4. Add these permission sets.
    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
    Custom Permission Set for Portal Users Give portal users read and edit access to the fields they need to book appointments. Learners and staff members
  5. Save your changes.