Permission Sets

The Permission Sets area lets administrators manage the permissions assigned to each user. There are premade Permission Sets specific to Applied Epic for Salesforce and Epic Benefits for Salesforce users that must be manually assigned. To access Epic Benefits for Salesforce, for example, a user must be assigned the EBSF Standard User permission set in addition to having an Epic Benefits for Salesforce license.

The EBSF Standard User permission set is also required to display benefits language in Epic Benefits for Salesforce and to display Plan Data Capture forms on the Benefit Coverages tab. For specific instructions on applying benefits language or assigning the EBSF Standard User permission set, refer to Apply Benefits Language.

Applied Epic for Salesforce can automatically populate a user’s structure access and servicing roles when the user creates a new account or opportunity or converts a lead (assuming the user has read access for the necessary field permissions). You can assign a user to the AESF Standard User permission set to grant them these permissions, but if you use a custom permission set, make sure it has read access to all required field permissions.

Manage Permission Sets for Users

Administrators can manage the Permission Sets assigned to each user to grant or deny access to various areas and functionality.

1. Go to Setup > Users > Permission Sets.
2. Locate the Permission Sets in the list and click on the Permission Set Label.
3. The Permission Set for your selection displays. Click the Manage Assignments button.
4. Do one of the following:
• Add Assignments
1. Click the Add Assignments button to open a list of Active Users.
2. Select the checkbox for each user you want to assign the permission set to.
3. Click the Assign button.
• Remove Assignments

1. All users assigned to the Permission Set display in a list. Select the checkbox for each user from whom you want to remove the permission set.

2. Click the Remove Assignments button.

Required Field Permissions for Employee Field Defaults

If a user has field defaults configured in Applied Epic, they can be used to populate fields automatically when the user creates a new account or opportunity or converts a lead in Applied Epic for Salesforce. However, the user must be granted read access for specific field permissions.

Assigning the AESF Standard User permission set is the easiest way to ensure the user has the necessary permissions to populate their field defaults, but if you are using custom permission sets, you can customize them to ensure that they include these permissions:

1. Click Setup and enter permission in the lookup field .

2. Click Permission Sets.

3. Click on the custom Permission Set Label in the list.

4. In the Apps frame, click the Object Settings link.

5. In the Object Setting frame, click on the Employees object.

6. Click the Edit button.

7. In the Field Permissions frame, select the Read Access checkbox for all the following:

• Attachment Activity Add Default

• Client Add Default

• Client Structure Default

• Servicing Role Default

8. Click Save.