Permission sets
The following permission sets are available in .
Permission sets
| Permission set label | API name | Description |
|---|---|---|
| Anonymize Account | MED_Anonymize_Account | Allows the user to see and modify the value of the Anonymize (MED_Anonymize__c_) field in Accounts. |
| Bypass Account Lock | MED_Bypass_Account_Lock | Sets the MED_Bypass_Account_Lock custom permission. |
| Bypass Validation | MED_Bypass_Validation | Assign to users to bypass validation rule criteria. |
| CA_Office_365_Admin | CA_Office_365_Admin | Users with this permission set are considered Microsoft 365™ administrators. |
| CA_Office_365_Author | CA_Office_365_Author | Users with this permission set can author Microsoft 365™ content. |
| CM_CompleteTasksOnBehalfOfOthers | CM_TaskApproverOnBehalfOf | Users with this permission set can complete/approve tasks on behalf of other users. |
| CM_ContentAuthor | CM_ContentAuthor | Base permission set to be assigned to any user who authors content. |
| CM_ContentReadOnly | CM_ContentReadOnly | Permission needed by users who only need read access to content. |
| CM_Self_Approver | CM_Self_Approver | Users with this permission set can assign approval tasks to themselves. |
| CM_SystemAdmin | CM_SystemAdmin | Grants admin access to the content repository and allows bypassing many validations. |
| CT Admin | CT_Admin | Grants admin access to the Content Translation Service and the required components. |
| Content - Medical User | CM_MedicalUser | Supplemental permissions to allow authors to manage content intended for use in . Requires CM_ContentAuthor permission to also be assigned. |
| Create Personal Reports and Dashboards | MED_Create_Personal_Reports_and_Dashboards | Allows users to manage personal reports and dashboards. |
| Create and Edit Products | MED_Create_and_Edit_Products | Grants the ability to create and edit products. |
| Custom Response | MED_Custom_Reponse | Allows user to create custom responses on Fulfillments. |
| DocGen Admin | DDP_Administrator | Users who need to author or configure DocGen templates. |
| DocGen User | DDP_User_All | Users who need to generate documents using DocGen. Should be assigned to all users. |
| Download Audit Trail | AT_Download_Audit_Trail | Allows a user to download an Audit Trail report for a record. |
| E2B User | MED_E2B_User | Permissions to generate E2B files. |
| Edit Email Templates | MED_Edit_Email_Templates | Grants the ability to edit email templates. |
| Inquiry - Content Integration | MED_MCM_Integration | Required permission set for users to search as a document repository. |
| Manage Reports and Dashboards | MED_Manage_Reports_and_Dashboards | Allows users to manage reports and dashboards, |
| Medical Information Cloud Admin | MED_Medical_Information_Cloud_Admin | Gives users administrator-level access. |
| Medical Information Cloud Test User | MED_Medical_Information_Cloud_Test_User | Test user permission set used to grant field level security to shadow fields for unit test purposes. |
| Medical Information Cloud User | MED_Medical_Information_Cloud_User | Base permissions for users. Can be applied on top of a blank profile. |
| Medical Information Cloud User (Read Only) | MED_Medical_Information_Cloud_User_Read_Only | Base permissions for users that provides read only access. Can be applied on top of a blank profile. |
| Perform QA | MED_Perform_QA | Allows users permission to perform QA. |
| Reopen AE/PQC | MED_Reopen_AE_PQC | Allows users to reopen adverse events and product quality complaints. |
| Reopen Cases | MED_Reopen_Cases | Grants the ability to reopen cases. |
| Reopen Fulfillments | MED_Reopen_Fulfillments | Grants the ability to reopen fulfillments. |
| Reopen Requests | MED_Reopen_Requests | Grants the ability to reopen requests. |
| Require AE/PQC Checks | MED_Require_AE_PQC_Checks | Give the Require AE/PQC Checks (MED_Require_AE_PQC_Checks) custom permission to a user. |
| Run Ad Hoc QA | MED_Run_Ad_Hoc_QA | Permission set for users to use the run the Ad Hoc QA tool to mass flag Interactions for QA. Does not grant permission to perform QA, only to flag for QA. |
| View Reports and Dashboards | MED_View_Reports_and_Dashboards | Allows users to view reports and dashboards. |
| View Signatures | MED_View_Signatures | Permission allows the user to view the Medical Inquiry signature attached to a request. |