Assign Permission Sets and Permission Set Licenses for Contact Center Users

Provide contact center agents with the permissions and licenses required to use the Contact Center in Health Cloud.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud


User Permissions Needed
To use the Contact Center for Health Cloud Manage Contact Center for Health Cloud
  1. From Setup, in the Quick Find box, enter Users, and then select Users.
  2. Select the appropriate user.
  3. In the Permission Set License Assignment related list, and click Edit Assignment.
  4. Select these permission set licenses.
    1. Contact Center for Health Cloud
    2. Health Cloud Platform
    3. OmniStudio User
  5. Save your work.
  6. In the Permission Set Assignments related list, click Edit Assignment.
  7. Move these permission sets to the Enabled Permission Sets list.
    1. Contact Center for Health Cloud
    2. Health Cloud Foundation
    3. Knowledge LSF Permission Set
    4. OmniStudio User
  8. Save your work.