Assign permission sets to an allied health user

Lumary AH - This article describes permission sets and how to assign them to an individual user.

The profile establishes the base level of accessibility for a user. Each user can only be assigned one profile. Permission sets extend the level of access provided for different types of users. This allows us to make sure that users can access the parts of the system they need without being overwhelmed by functionality that they don't or shouldn't use.

This article explains how to assign one or more permission sets to a single user. Find out how to assign a permission set to multiple users.

To assign permission sets:

1. Click on the setup gear icon and select Setup.
2. In the Quick Find search field, type users.
3. Under the Users drop-down menu, click on Users. This will show a list of all of your users.
4. Click on the user's Full Name text link.

5. Scroll down to the Permission Set Assignments section.
6. Click on the Edit Assignments button.

7. To add a permission set, click on it in the Available Permission Sets list and then click on the Add arrow.
8. To remove a permission set, click on the item that is not required under Enabled Permission Sets and click on the Remove arrow.

To find out what each set is for, check out our summary of Lumary AH permissions sets. To access Lumary AH permissions, your user will also need a Lumary profile.

9. Once you've enabled all the permissions your user needs, click on the Save button.

10. The permission sets you've enabled will now be listed under Permission Set Assignments.