---
schema_version: "1"
id: d25fa9e9cc5ce936090c69f88fc115f4054dd8715154859f33e94fde1f677516
title: Set Up Your Org for Petitions and Waivers
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_set_up_org_petitions_and_waivers.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_org_petitions_and_waivers.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d5b80d7b18e269eb24de944e40c3dfd261ea48e6bc5d9a98adfe9ce7917561ff
description: Configure your org to allow learners to request petitions and upload documents. Configure the Salesforce admin’s permissions to manage student petitions and waivers.
products:
  - Education
release: "264"
---
# Set Up Your Org for Petitions and Waivers

Configure your org to allow learners to request petitions and upload documents. Configure the Salesforce admin’s permissions to manage student petitions and waivers.

### 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">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d75166e75">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d75166e75 ">To set up your org for petitions and waivers components:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d75166e75 ">
              <p>Education Cloud Full Access permission set</p>
              <p>AND</p>
              <p>Omnistudio Admin permission
                set</p>
              <p>AND</p>
              <p>Omnistudio Designer</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Omnistudio Runtime</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d75166e75 ">To create context definitions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d75166e75 ">Context Service Admin</td>

          </tr>
        </tbody>
      </table>

1. Enable access to the required objects.
    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 access for objects as shown:
        
        | Object | Default Internal Access | Default External Access |
        | --- | --- | --- |
        | Omni process | Public Read Only | Private |
    4. Save your changes.
2. Assign the required permission set licenses to the Salesforce admin.
    1. From Setup, in the Quick Find box, enter Users, and then select **Users**.
    2. Click the admin’s name.
    3. In the Permission Set License Assignments related list, click **Edit Assignments**.
    4. Select these permission set licenses.
        
        \- Education Cloud Full Access
        
        \- Context Service Admin
        
        \- Omnistudio Admin
        
        \- Omnistudio User
        
        \- Product Catalog Management Administrator
        
        \- Product Catalog Management Viewer
        
        \- Product Discovery User
        
        \- Unified Catalog Admin
        
        \- Unified Catalog Agent
        
        \- Unified Catalog Community User
    5. Save your changes.
    6. In the Permission Set Assignments related list, click **Edit Assignments**.
    7. Select these permission sets.
        
        \- Education Cloud Full Access
        
        \- Context Service Admin
        
        \- Omnistudio Admin
        
        \- Omnistudio User
        
        \- Product Catalog Management Designer
        
        \- Product Catalog Management Viewer
        
        \- Product Discovery User
        
        \- Unified Catalog Admin
        
        \- Unified Catalog Agent
        
        \- Unified Catalog Community User
    8. Save your changes.
3. To enable intake forms that use Omniscripts, turn on OmniStudio metadata.
    1. From Setup, in the Quick Find box, enter Omnistudio Settings, and then select **Omnistudio Settings**.
    2. Turn on Omnistudio Metadata.
4. To use load and manage context definitions, turn on Context Definitions.
    1. From Setup, in the Quick Find box, enter Context Service Settings, and then select **Context Service Settings**.
    2. Turn on Context Definitions.
5. [Set up Unified Catalog](https://help.salesforce.com/s/articleView?id=ind.uc_unified_catalog_setup.htm&language=en_US).
    
    Unified Catalog makes it easier for users and processes to find, manage, and reuse catalog items.