Remote engagement org permission, user permission and permission sets
Key Takeaway
The "Life Sciences: Remote engagement" org permission makes the feature available, but each internal user still needs the "Use Life Sciences Remote Engagement" user permission. Creating and managing remote engagement settings stays with the "Life Sciences Commercial Admin" permission set.
Remote engagement lets Life Sciences Cloud for Customer Engagement users run remote visits over video calls with healthcare professionals (HCPs) and healthcare organizations (HCOs). Access comes in layers, so you need to know which permission does which job. An org permission makes the feature available in the org. A user permission gives individual users access. Two permission sets cover admins and external attendees.
Where remote engagement is available
Remote engagement runs in Lightning Experience in Enterprise and Unlimited Editions. The org also needs these three:
- Life Sciences Cloud
- The Life Sciences Cloud for Customer Engagement Add-on license
- The Life Sciences Customer Engagement managed package