Create Internal and External Users for Advanced Therapy Management

Create users and assign them the Advanced Therapy Management profiles that you created.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Health Cloud for Life Sciences


User Permissions Needed
To access Multi-Step Scheduling features: Multi-Step Scheduling permission set

OR

Manage Multi-Step Scheduling features

To create, edit, and delete Health Cloud data: Health Cloud Foundation perm set

OR

Manage Health Cloud

To create users: Manage Internal Users
  1. From Setup, in the Quick Find box, enter Users, and select Users.
  2. Click New User.
  3. Enter the user’s name and email address and a unique username in the form of an email address. By default, the username is the same as the email address.
  4. For User License, select Salesforce.
  5. For Profile, select the profile you created. For example, for treatment center coordinator, select QTC coordinator.
  6. Save your changes.

Add another user for the profile that confirms the booking.