Assign Health Cloud Permission Sets and Licenses to Multiple Users

You can streamline administration by using Data Loader and a spreadsheet to assign permission set licenses in bulk.

Permission set licenses and permission sets have different purposes. Permission set licenses extend the functionality of a user license, and permission sets extend a user’s functional access without changing a user’s profile. When you assign a permission set, you’re also assigning the associated permission set license.

Before you assign or unassign Health Cloud permission sets and permission set licenses, make sure you meet these requirements:

  • You must have administrator permissions and access to the Company Information panel of your org.
  • You must have Salesforce Data Loader installed so you can obtain users’ internal IDs as well as the internal IDs of the Health Cloud permission sets. For more information, see Data Loader documentation.
  • You need a spreadsheet application that handles CSV files, such as Microsoft Excel or Google Sheets.