Set Organization-Wide Defaults for Self-Scheduling Workflows

Set object permissions and control access to your data and records based on user types and profiles.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud


User Permissions Needed
To use self-service appointment scheduling:

OmniStudio in Lightning Experience Patient

AND

AppointmentScheduling on Health Cloud

  1. From Setup, in the Quick Find box, enter Sharing Settings, then select Sharing Settings.
  2. Click Edit.
  3. In Organization-Wide Defaults, assign these permissions:
    Object Default External Access
    Appointment Reason Public Read Only
    Care Provider Facility Specialty Public Read Only
    Care Provider Searchable Field Public Read Only
    Care Specialty Public Read Only
    Coverage Benefit Public Read Only
    Healthcare Practitioner Facility Public Read/Write
    Healthcare Provider Public Read Only
    Service Resource Public Read Only
    Service Territory Public Read Only
    Work Type Public Read Only
    DataRaptor Bulk Data Public Read Only
    Omni DataPack Public Read Only
    Omni Data Transformation Public Read Only
    Omni Electronic Signature Template Public Read Only
    Omni Process Public Read Only
    Omni Process Transient Data Public Read Only
    OmniScript Saved Session Public Read Only
    Omni UI Card Public Read Only