Set Field Access
Field permissions specify the access level for each field in an object. Whether you
use profiles or permission sets to control access to data in Health Cloud, make sure that
users have access to these standard fields.
|
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Health Cloud for Life Sciences |
-
From the object management settings of the objects in the tables, go to
Fields & Relationships.
Access differs based on whether you’re using Health Cloud or Health Cloud for Life Sciences. See these tables for more information.
Table 1. Field Access for Orgs Using Health Cloud Object Field Label Account - Account Name
- Account Owner
- Care Plan
- Primary Contact
- Source System
- Source System ID
AccountContactRelationship - Active
- End Date
- Roles
- Start Date
Asset Required only for users who register devices and create shipping requests. - Unique Identifier
Case - Account Name
- Case Origin
- Contact Name
- Description
- Priority
- Status
- Subject
- Type
Contact - Birthdate
- Mailing Address
- Name
- Phone
- Source System ID
The Birth Date field is a custom formula field that reformats the date retrieved from Birthdate. Access is defined in the Health Cloud permission sets.
Task - Comments
- Due Date
- Goal
- Name
- Priority
- Problem
- Public
- Recurrence Interval
- Related To
- Repeat This Task
- Status
- Task Type
- Task Record Type
- Task Subtype
User Required only for people who add external users who are contacts to a care team. - Alias
- Last Name
- Nickname
- Profile
- Username
- User License
Table 2. Field Access for Orgs Using Health Cloud for Life Sciences Object Field Label Account - Account Name
- Account Owner
AccountContactRelationship - Active
- End Date
- Roles
- Start Date
Asset Required only for users who register devices and create shipping requests. - Unique Identifier
Case - Account Name
- Case Origin
- Contact Name
- Description
- Priority
- Status
- Subject
- Type
Contact - Birthdate
- Mailing Address
- Name
- Phone
The Birth Date field is a custom formula field that reformats the date retrieved from Birthdate. Access is defined in the Health Cloud permission sets.
Task - Comments
- Due Date
- Name
- Priority
- Recurrence Interval
- Repeat This Task
- Status
- Task Type
- Task Record Type
- Task Subtype
- Click the field label, then click Set Field-Level Security.
- To ensure the field has Edit permission, select Visible for the relevant profiles.
- Repeat these steps for each field in the table.
- Save your work.