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Sharing and permission setup for care program and consent objects

Key Takeaway

Set org-wide defaults first, then put object access on permission sets and user-level permissions on cloned profiles. Authorization Form Consent is the only consent object users can create or edit.

A care program in Agentforce Health is built from several related objects. Its consent forms use a separate group of authorization form objects. Before care coordinators can enroll patients, and before patients can review and consent to forms on a site, you set org-wide defaults for these objects. You then grant access through permission sets and cloned profiles.

Org-wide defaults

Start with org-wide defaults. Set each of these objects to "Private", "Public Read Only", or "Public Read/Write", as needed:

  • Care Program
  • Care Program Product
  • Care Program Provider
  • Care Program Enrollee Product
  • Care Program Enrollment Card
  • Authorization Form
  • Authorization Form Text
  • Authorization Form Consent
  • Authorization Form Data Use
  • Data Use Purpose
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