Set Feedback Survey Permissions

To enable users to use surveys, provide permission sets and site member access to the survey-related objects.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud


User Permissions Needed
To configure Surveys: Read, Create, Edit, and Delete access on Surveys, Survey Invitations, Survey Responses, and Survey Subjects
  1. To find the list of delivered permission sets, enter Permission Sets in the Quick Find box, then select Permission Sets.
  2. Clone Health Cloud Admin and enter a new name for the cloned permission set.
  3. From Object Settings of the cloned permission set, give the admin permission set the ability to create and distribute assessments.
    • Surveys: Read
    • Survey Invitations: Read, Create, Edit, Delete
    • Survey Responses: No Access
  4. Save your changes.
    Make sure to assign the cloned permission set to your users.