Configure Student Permissions

Learn About Student Permissions

Make sure your students have the access they need to system functionality, standard and custom objects, and fields.

To help you get your org up and running, Student Success Hub provides a permission set for students as well as two student profiles. If you clone these assets, you’ll have all the base-level permissions documented here.

Tip Setting all permissions correctly is essential, but pay especially close attention to setting field permissions. If field permissions are incorrect, students are likely to encounter errors in the portal. It's easy to overlook a field, and tracking down the source of errors can be tricky and time-consuming. So double-check your field permissions—or better yet, triple-check them.

Configure Student System Permissions

Students need access to some specific System Permissions. (They're called General User Permissions in the original profile user interface.) Configure System Permissions by editing the student profile using the enhanced profile user interface.

1. From Setup, search for and then select Profiles.

2. Click the Profile Name for your student profile.

3. Click System Permissions and then click Edit.

4. Make sure these fields are selected:

   • Access Activities

   • Edit Events

   • Edit Tasks

   • Send Email

5. Save your changes.

Configure Student Object and Field Permissions

Configure student object and field permissions by editing the student profile using the enhanced profile user interface.

1. From Setup, search for and then select Profiles.

2. Click the Profile Name that you want to set permissions and security for.

3. Click Object Settings.

4. Click the object you want to configure, click Edit, and specify the minimum Object Permissions and Field Permissions shown in the tables.

5. If you're configuring multiple objects, use the breadcrumb navigation to select the next object from the menu.

6. Save your changes.

Note

These tables document the minimum object and field access required for core Student Success Hub functionality. Without these permissions in place, your users may experience errors. If an object or field isn't listed—and many standard Salesforce items are not—it means that either:

• Student Success Hub doesn't have a dependency on it. Your institution can decide whether it wants to customize that setting, or

• It's a default, out-of-the-box setting that can't be changed.

We've also noted where access is either required only for a specific feature to work, or is recommended and not required.

Account Permissions for Students

Configure the required permissions for the Account object for students.

Appointment Permissions for Students

Configure the required permissions for the Appointment object for students.

Appointment Attendee Permissions for Students

Configure the required permissions for the Appointment Attendee object for students.

Appointment Location Permissions for Students

Configure the required permissions for the Appointment Location object for students.

Availability Permissions for Students

Configure the required permissions for the Availability object for students.

Availability Location Permissions for Students

Configure the required permissions for the Availability Location object for students.

Availability Topic Permissions for Students

Configure the required permissions for the Availability Topic object for students.

Case Permissions for Students

Configure the required permissions for the Case object for students.

Contact Permissions for Students

Configure the required permissions for the Contact object for students.

Course Permissions for Students

Configure the required permissions for the Course object for students.

Course Connection Permissions for Students

Configure the required permissions for the Course Connection object for students.

Course Offering Permissions for Students

Configure the required permissions for the Course Offering object for students.

Course Offering Schedule Permissions for Students

Configure the required permissions for the Course Offering Schedule object for students.

Event Permissions for Students

Configure the required permissions for the Event object for students.

Facility Permissions for Students

Configure the required permissions for the Facility object for students.

Program Enrollment Permissions for Students

Configure the required permissions for the Program Enrollment object for students.

Note Access to the Program Enrollments object is required for Pathways. For more information, see Set Up Pathways.

Queue Topic Setting Permissions for Students

Configure the required permissions for the Queue Topic Setting object for students.

Note Access to the Queue Topic Setting object is required only if you're using queue management. For more information, see Set Up Queue Management.

Role Topic Setting Permissions for Students

Configure the required permissions for the Role Topic Setting object for students.

Success Plan Permissions for Students

Configure the required permissions for the Success Plan object for students.

Note Access to the Success Plans object is required only if you're using Success Plans. For more information, see Set Up Success Plans, Templates, and Tasks.

Support Pool Permissions for Students

Configure the required permissions for the Support Pool object for students.

Note Access to the Support Pools object is required only if you're using unassigned Support Pools. For more information, see Get Started with Support Models.

Task Permissions for Students

Configure the required permissions for the Task object for students.

Term Permissions for Students

Configure the required permissions for the Term object for students.

Topic Permissions for Students

Configure the required permissions for the Topic object for students.

User Topic Setting Permissions for Students

Configure the required permissions for the User Topic Setting object for students.