Assign Permission Sets for the Enhanced Analytics for Healthcare App

Assign permission sets to admins and users based on their required level of access to the Enhanced Analytics for Healthcare app.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions of Health Cloud


The Enhanced Analytics for Healthcare app is available with the Revenue Intelligence for Health or CRM Analytics for Health Cloud add-on license.

User Permissions Needed
To assign user permissions: Assign Permission Sets
To set up the Enhanced Analytics for Healthcare app: CRM Analytics Plus Admin and Healthcare Analytics Admin or Health Intelligence Admin
To view, create, edit, and delete the Enhanced Analytics for Healthcare app dashboard: CRM Analytics Plus Admin and Healthcare Analytics Admin or Health Intelligence Admin
To view the Enhanced Analytics for Healthcare app dashboards: CRM Analytics Plus User and Healthcare Analytics User or Health Intelligence User

Assign the Analytics for Healthcare Admin permission set to users who manage Analytics for Healthcare dashboards. Assign the Analytics for Healthcare User permission set to users who only view Analytics for Healthcare dashboards. To assign the permission set:

  1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
  2. Click Analytics for Healthcare Admin or Analytics for Healthcare User.
  3. Click Manage Assignments, and then Add Assignments. Then assign the permission set to users.
  4. Save your assignments.