Create Permission Sets for Applicants and External Reviewers

Create and assign permission sets for applicants and external reviewers.

Editions Needed
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

User Permissions Needed
To assign permission sets:	Education Cloud Full Access

Note Only Customer Community Plus users with the Education Cloud for Experience Cloud license can submit or review applications.

Create an Applicant Permission Set

From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
For Education Cloud for Experience Cloud Access, click Clone.
Enter a label and an API name for the cloned permission set.
Save your changes.
Select your cloned version of the permission set, and then click Object Settings.
Click Accounts, and then click Edit.
Under Account: Record Types Assignments, select Person Account, Secondary School, College, Business, and Military.
Save your changes.
Next to Accounts, click Object Settings.
Click Document Checklist Items, and then click Edit.
For Object Permissions, make sure that Read, Create, Edit, and Delete are enabled, and then save your changes.
From Object Settings, select Individual Application Task, and then click Edit.
For Object Permissions, make sure that Read is enabled, and then save your changes.
For Field Permissions, select Read Access for these fields, and then save your changes.
- Application Stage Definition
- Preliminary Application Ref
From Object Settings, select Omni Processes, and then click Edit.
For Field Permissions, select Read Access for these fields, and then save your changes.
- Active
- Language
- Sub Type
- Type
- Web Component Enabled
From Object Settings, click Cases, and then click Edit.
For Field Permissions, select Create and Edit for the Account Name field, and then save your changes.
From Object Settings, select Course Credit Transfer Applications, and then click Edit.
For Object Permissions, make sure that Create, Edit, and Delete are enabled, and then save your changes.
For Field Permissions, select Read access and Edit access for the Case field, and then save your changes.
From Object Settings, select Individual Applications, and then click Edit.
For Object Permissions, make sure that Read, Create, and Edit are enabled, and then save your changes.
For Field Permissions, select Read Access and Edit Access for the Submitted field, and then save your changes.
Similarly, make sure that these object permissions are enabled.
- Individual Application Task Item: Read, Create, Edit, and Delete
- Person Education: Read, Create, Edit, and Delete
- Person Examination: Read, Create, Edit, and Delete

These object settings enable you to create, confirm, and submit applications, and view and edit application tasks. Adjust these permissions to suit your specific needs.

Create an External Reviewer Permission Set

From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
For Education Cloud for Experience Cloud Access, click Clone.
Enter a label and an API name for the cloned permission set.
Save your changes.
Select your cloned version of the permission set, and then click Object Settings.
Click Preliminary Application Reference, and then click Edit.
For Object Permissions, select Read.
Save your changes.
Similarly, select Read for these object permissions.
- Document Checklist Item
- Person Education
- Person Examination
- Individual Application Task

These object settings support typical application reviews. Adjust these permissions to suit your specific needs.