Health Cloud Administration
jConfigure User Permissions and Sharing Rules
Set up organization-wide default sharing settings and grant specific access to the
objects that make up a care program. Create and clone permission sets to give users the correct
access to forms and other data.
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Health Cloud for Life Sciences |
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Set org-wide sharing for the following entities to be Private, Public Read Only, or Public
Read/Write, as necessary.
- Authorization Form
- Authorization Form Consent
- Authorization Form Data Use
- Authorization Form Text
- Care Program
- Care Program Enrollee Product
- Care Program Enrollment Card
- Care Program Product
- Care Program Provider
- Data Use Purpose
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Create a permission set that gives access to the objects used to manage consent forms.
Select Object Settings in your new permission set and enable the
following object permissions.
- Authorization Forms: Read
- Authorization Form Consents: Read, Create, Edit
- Authorization Form Data Uses: Read
- Authorization Form Texts: Read
- Data Use Purposes: Read
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Clone the Health Cloud Foundation permission set. Select Object
Settings in your cloned permission set and configure Read access for these
objects.
- Care Programs
- Care Program Enrollees
- Care Program Enrollee Products
- Care Program Enrollment Cards
- Care Program Products
- Care Program Providers
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Enable care coordinators and care managers to enroll participants in programs.
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- Clone the Standard User profile and add a profile name.
- In the cloned profile, click Edit and scroll to General User Permissions.
- Enable Run Flows.
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Allow care coordinators to enroll patients in the same care program more than one
time.
- From Setup, in the Quick Find Box, enter Program Enrollee Settings, and then select Program Enrollee Settings.
- Enable Multiple Enrollments in the Same Care Program.
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To enable participants to view content in a site, clone the Customer Community Plus User
profile or a similar profile that includes View Content permission. Grant the View Content in
Portal permission to the cloned profile.
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- Clone the Customer Community Plus User profile and add a profile name.
- In the cloned profile, click Edit and scroll to General User Permissions.
- Enable View Content in Portals.
- Save your changes.