Configure Field Level Security for Provider Network Management

Enable Field Level Security on a profile-by-profile basis to restrict your users from viewing or editing specific fields. Give appropriate access permissions on standard and custom fields for the Network Express Community User and System Administrator profiles to help your users handle the provider enrollment process without issues.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud


User Permissions Needed
To set field-level security:

Manage Profiles and Permission Sets

AND

Customize Application

Prerequisite: Create a User Profile for the Provider Portal Experience Cloud Site

  1. From Setup, go to Profiles.
  2. Select the Network Express Community User profile that you configured and go to the Field-Level Security section.
  3. Under Standard Field-Level Security, select Person Employment.
  4. Click View, and then click Edit.
  5. Provide View access on all fields.
  6. Save your changes.
  7. Similarly, provide View access on all fields of the Insurance Policy object and the Fax field on the Lead object.
  8. Save your changes.
  9. Back on the Profiles page, select the System Administrator profile and go to the Field-Level Security section.
  10. Under Standard Field-Level Security, provide Edit access on all fields of the Person Employment and Insurance Policy objects, and the Fax field on the Lead object.
  11. From Setup, go to Object Manager, and select the Contact object.
  12. Go to Fields & Relationships, and set field-level security for these objects:
    • HealthCloudGA__Gender__c
    • HealthCloudGA__PrimaryLanguage__c
    • HealthCloudGA__SecondaryLanguage__c
    1. Click Set Field-Level Security.
    2. Select Visible next to the Network Express Community User profile.
    3. Save your changes.