Create a Permission Set for the Health Cloud CRM Analytics Admin
After you enable the CRM Analytics Platform permission set license, create a permission
set to assign to the Health Cloud CRM Analytics admin user. This permission set enables full
access to manage Analytics for Health Cloud.
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
- From Setup, enter Permission in the Quick Find box, then select Permission Sets.
- Click New.
- Enter a name for the role, such as Health Cloud CRM Analytics Admin.
- For License, select None.
- Save your changes.
- On the Permission Set Overview page, click System Permissions.
- Select Manage Analytics.
- Save your changes.
- Assign the permission set to admins who manage CRM Analytics.