Users and permissions
Every individual who needs to log into Komodo Care Connect must have their own credentials. Only users with the System Administrator profile have the permission to create new users, and they should do so according to the following guidelines.
Create a new user
To create a new user for Komodo Care Connect:
Create a new Salesforce user (if the user does not already exist in Salesforce). Visit Salesforce's documentation on View and Manage Users.
Table 74. User creation detailsField
Value
User License
Select Salesforce.
Profile
Reference Table 75, “Profiles”.
Active
Set to True.
Flow User
Set to True.
Service Cloud User
Set to True.
Quick Access Menu
Set to False for end users.
Country
Set to United States to drive the default Country value in Account Search.
Time Zone
Set the user’s time zone based on their working location.
Locale
Set to English (United States) to ensure dates will display in US format.
In the Quick Find box in Setup, search for and select Users.
Click the user's full name.
Click Edit Assignments in the Permission Set Group Assignments related list.
Select the appropriate permission set group(s).
Click Save.
Assign the user to any additional permission sets, roles, queues, or public groups, as needed.
Profiles
A profile defines how a user accesses objects and data. Each user can only be assigned one profile. For more information, reference Salesforce's documentation on Profiles.
Name | Description |
|---|---|
KCC - PS User | A template profile for a general user in Komodo Care Connect. NoteThe KCC - PS User profile includes access to the Patient ( WarningKomodo Care Connect ships with this profile out of the box. However, this profile should not be assigned to users. Instead, this profile should only be used as a template to create custom profiles. To create and assign a custom profile, you may clone this profile and modify the cloned profile as needed. Reference Customization guidelines for more details. |
Permission sets
A permission set is a discrete collection of permissions provided to specific users in a Salesforce environment. For more information, reference Salesforce's documentation on Permission Sets.
Note
Access to every Komodo Care Connect Account record type is managed by permission sets, except for the Patient (PJN_Patient) record type, which is managed by the KCC - PS User profile. This is because the Patient record type is a foundational account type for patient services use cases. A custom profile should be created, modified, and assigned to users who should not be able to create patient accounts.
Note
The permission set framework was redesigned with the release of Komodo Care Connect V2 to better organize administrative, read-only, and standard user access to specific features, functionality, and records within the product. For information on the permission sets in Komodo Care Connect V1, reference V1 permission sets.
All of the permission sets from Komodo Care Connect V1 have been deprecated in Komodo Care Connect V2, except for the Komodo DocuSign Permissions (DocuSign_OneClick_Permissions) permission set, which has been relabeled to "Komodo - DocuSign Permissions" in V2.
With the redesigned permission set framework, Komodo Health recommends assigning users permission set groups instead of permission sets to ensure that users have the appropriate access to Komodo Care Connect functionality. Users should only be assigned individual permission sets that grant them access to specific features outside of the permission set groups. For the list of permission set groups that Komodo Care Connect provides and that should be copied to be assigned to users, reference Table 77, “Permission set groups”.
Label | API name | Description |
|---|---|---|
KCC - Admin - Account Management | PJN_Admin_Account_Management | Enables admin users to create and manage accounts and contact information. |
KCC - Admin - Consent | PJN_Admin_Consent | Enables admin users to manage consent. |
KCC - Admin - Events | PJN_Admin_Events | Enables admin users to create additional event types, including pharmacy status update events. |
KCC - Admin - Programs | PJN_Admin_Programs | Enables admin users to manage care programs. |
KCC - Admin - Specialty Pharmacy Round Robin | PJN_Admin_Specialty_Pharmacy_Round_Robin | Enables admin users to manage the specialty pharmacy round robin functionality. |
KCC - Admin - Timeline | PJN_Admin_Timeline | Enables admin users to manage the Timeline subtab. |
KCC - Admin - Zip to Team | PJN_Admin_Zip_to_Team | Grants admin users access to the Zip to Team ( |
KCC - Admin - ePA | PJN_Admin_ePA | Enables admin users to manage the electronic prior authorization (ePA) functionality. |
KCC - Feature - All Care Plans | PJN_Feature_All_Care_Plans | Enables admin users to manage all care plans. |
KCC - Feature - Data Change Request | PJN_Feature_Data_Change_Request | Grants users access to the data change request (DCR) framework. |
KCC - Feature - Electronic PA | PJN_Feature_ePA | Grants users access to the electronic prior authorization (ePA) functionality. |
KCC - Feature - Marketing Consent | PJN_Feature_Marketing_Consent | Grants users access to the marketing consent and lead patient conversion functionality. |
KCC - Feature - Missing Information | PJN_Feature_Missing_Information | Grants users access to the missing information functionality. |
KCC - Feature - PAP eIncome Verification | PJN_Feature_PAP_eIncome_Verification | Enables users to use the Financial Clearing House API to evaluate PAP income eligibility. |
KCC - Feature - Patient Merge Requests | PJN_Feature_Patient_Merge_Requests | Enables users to create patient merge requests. |
KCC - Feature - Patient Merge Tool | PJN_Feature_Patient_Merge_Tool | Grants users access to the patient merge tool. |
KCC - Feature - Program Visualizer | PJN_Feature_Program_Visualizer | Grants users access to the Program Visualizer. |
KCC - Feature - eBV | PJN_Feature_eBV | Grants users access to the electronic benefits verification (eBV) functionality. |
KCC - Read Only - Account Management | PJN_Read_Only_Account_Management | Grants read-only access to accounts and contact information. |
KCC - Read Only - Activities | PJN_Read_Only_Activities | Grants read-only access to activities. |
KCC - Read Only - Assistance Programs | PJN_Read_Only_Assistance_Programs | Grants read-only access to assistance programs. |
KCC - Read Only - Benefits and Coverage | PJN_Read_Only_Benefits_and_Coverage | Grants read-only access to benefits and coverage. |
KCC - Read Only - Care Plan | PJN_Read_Only_Care_Plan | Grants read-only access to care plans. |
KCC - Read Only - Consent | PJN_Read_Only_Consent | Grants read-only access to consent. |
KCC - Read Only - Events | PJN_Read_Only_Events | Grants read-only access to events. |
KCC - Read Only - Fulfillment Requests | PJN_Read_Only_Fulfillment_Requests | Grants read-only access to fulfillment requests. |
KCC - Read Only - Medical History | PJN_Read_Only_Medical_History | Grants read-only access to the medical history functionality. |
KCC - Read Only - Prescriptions | PJN_Read_Only_Prescriptions | Grants read-only access to prescriptions. |
KCC - Read Only - Shipments | PJN_Read_Only_Shipments | Grants read-only access to shipments. |
KCC - User - Account Management | PJN_User_Account_Management | Grants standard access to accounts and contact information. |
KCC - User - Activities | PJN_User_Activities | Grants standard access to activities. |
KCC - User - Assistance Programs | PJN_User_Assistance_Programs | Grants standard access to assistance programs. |
KCC - User - Benefits and Coverage | PJN_User_Benefits_and_Coverage | Grants standard access to benefits and coverage. |
KCC - User - Care Plan | PJN_User_Care_Plan | Grants standard access to care plans. |
KCC - User - Consent | PJN_User_Consent | Grants standard access to consent. |
KCC - User - Events | PJN_User_Events | Grants standard access to events. |
KCC - User - Fulfillment Requests | PJN_User_Fulfillment_Requests | Grants standard access to fulfillment requests. |
KCC - User - Medical History | PJN_User_Medical_History | Grants standard access to the medical history functionality. |
KCC - User - Prescriptions | PJN_User_Prescriptions | Grants standard access to prescriptions. |
KCC - User - Requests | PJN_User_Requests | Grants standard access to requests. |
KCC - User - Specialty Pharmacy Round Robin | PJN_User_Specialty_Pharmacy_Round_Robin | Grants standard access to the specialty pharmacy round robin functionality. |
Komodo - DocuSign Permissions | DocuSign_OneClick_Permissions | Grants users access to the classes and objects required to use the DocuSign integration. |
Komodo - Feature - Document Editing Permissions | Document_Editing_Permissions | Grants users access to the classes in the mvn-document-editing package as well as the document transformation functionality. |
Permission set groups
Komodo Care Connect ships with the following permission set groups. For more information, reference Salesforce's documentation on Permission Set Groups.
Warning
The following out-of-the-box permission set groups should only be used for reference and should not be assigned to users or modified directly. Instead, Komodo Health recommends creating copies of the following permission set groups and assigning or modifying the copies as needed.
Label | API name | Description | Permission sets | Muting permission set |
|---|---|---|---|---|
MVN Admin | MVN_Admin | Contains the permission sets for an admin user. Users with the permission sets in this permission set group can customize, configure, and extend the product. They must also be assigned the permission sets in the MVN User ( |
| |
MVN Read Only User | MVN_Read_Only_User | Contains the permission sets for a read-only user. Users with the permission sets in this permission set group can only view the data inside the product and cannot add or edit any of the data. |
|
|
MVN User | MVN_User | Contains the permissions sets for a standard user. Users with the permission sets in this permission set group can view, add, and edit the data inside the product. |
|
|
Komodo Care Connect User | PJN_Health_Cloud_User | Contains all baseline permission sets for Komodo Care Connect V1. WarningThis permission set group has been deprecated as of V2 and is only available in V1.3.0 and below. |
Muting permission sets
Komodo Care Connect ships with the following muting permission sets. For more information, reference Salesforce's documentation on Muting Permission Sets.
Warning
The following out-of-the-box muting permission sets should only be used for reference and should not be added to custom permission set groups or modified directly. Instead, Komodo Health recommends creating copies of the following muting permission sets and using or modifying the copies as needed.
Permission set group | Label | API name | Description |
|---|---|---|---|
MVN_Read_Only_User | MVN - Read Only User - Muted | MVN_Read_Only_User_Muted | Prevents non-admin users from accessing the Health Cloud Console and Worklist applications. |
MVN_User | MVN - User - Muted | MVN_User_Muted |
Health Cloud permission sets and licenses
Komodo Care Connect ships with the following permission sets and permission set licenses from Salesforce Health Cloud. For more information, reference Salesforce's documentation on how to Assign Health Cloud Permissions Sets and Permission Set Licenses.
Permission set | Permission set license |
|---|---|
Aura-Enabled Apex Class Access for Health Cloud NoteThis permission set is required for all users in Komodo Care Connect V2 and is included in both the MVN Read Only User ( | |
Health Cloud Admin NoteThis permission set is included in the MVN Admin ( | |
Health Cloud Foundation | Health Cloud Platform |
Health Cloud Member Services | Health Cloud Platform |
Health Cloud Permission Set License | Health Cloud |
Health Cloud Standard |
Custom permissions
Komodo Care Connect ships with the following custom permissions. For more information, reference Salesforce's documentation on Custom Permissions.
Label | API name | Description |
|---|---|---|
Delete Notes | PJN_Delete_Notes | Enables users to delete notes. |
Show Close Case Button | PJN_Show_Close_Case_Button | Enables users to close activities and requests. |
V1 permission sets
Warning
Komodo Care Connect V1 ships with multiple permission sets. However, only PJN_Editable_Permissions should be updated for customer-specific needs. All other PJN_ permission sets should not be changed. Reference Customization guidelines for more details.
Warning
All of the permission sets from Komodo Care Connect V1 have been deprecated in Komodo Care Connect V2, except for the Komodo DocuSign Permissions (DocuSign_OneClick_Permissions) permission set, which has been relabeled to "Komodo - DocuSign Permissions" in V2.
Label | API name | Description |
|---|---|---|
KCC - Admin Permissions | PJN_Admin_Permissions | Grants admins access to configure multiple integrations. WarningThis permission set has been deprecated as of V2 and is only available in V1.3.0 and below. |
KCC - API Enabled | PJN_API_Enabled | Grants users access to Komodo Care Connect via APIs and to external tooling such as the Salesforce Dataloader. WarningThis permission set has been deprecated as of V2 and is only available in V1.3.0 and below. |
KCC - Assistance Programs | PJN_Assistance_Programs | Enables users to create and edit Assistance Programs for PAP, Quick Start, and more. NoteKomodo Care Connect also ships with a KCC - Assistance Program ( WarningBoth this KCC - Assistance Programs permission set and the KCC - Assistance Program permission set have been deprecated as of V2 and are only available in V1.3.0 and below. |
KCC - Base Permissions Core | PJN_Base_Permissions_Core | Grants users the baseline permissions for core Komodo Care Connect functionality. WarningThis permission set has been deprecated as of V2 and is only available in V1.3.0 and below. |
KCC - Base Permissions Mapping Engine | PJN_Base_Permissions_Mapping_Engine | Grants admins the baseline permissions for using the Mapping Engine, including the WarningThis permission set has been deprecated as of V2 and is only available in V1.3.0 and below. |
KCC - Coverage Investigation | PJN_Coverage_Investigation | Enables users to capture the details and outcomes of a coverage investigation. WarningThis permission set has been deprecated as of V2 and is only available in V1.3.0 and below. |
KCC - Data Change Request | PJN_Data_Change_Request | Enables users to use the data change request (DCR) functionality. WarningThis permission set has been deprecated as of V2 and is only available in V1.3.0 and below. |
KCC - Defer Sharing Calculations | PJN_Defer_Sharing_Calculations | Grants admins access to the Defer Sharing Calculation feature so that calculations can be suspended temporarily and then resumed during an organization's maintenance period. This feature helps avoid long sharing rule evaluations or timeouts and is often only granted to users who run deployment or build scripts. WarningThis permission set has been deprecated as of V2 and is only available in V1.3.0 and below. |
KCC - Editable Permissions | PJN_Editable_Permissions | Grants users the baseline permissions for all WarningThis permission set has been deprecated as of V2 and is only available in V1.3.0 and below. NoteThis permission set is editable such that permissions for fundamental Komodo Care Connect components in this permission set can be modified or removed. For settings that are not already controlled by this permission set, Komodo Health recommends creating a new custom permission set. |
KCC - Manage Encryption Keys | PJN_Manage_Encryption_Keys | Enables the system to manage Shield encryption keys. WarningThis permission set has been deprecated as of V2 and is only available in V1.3.0 and below. |
KCC - Medical History | PJN_Medical_History | Grants users to Medical History objects. WarningThis permission set has been deprecated as of V2 and is only available in V1.3.0 and below. |
KCC - Medical History Admin | PJN_Medical_History_Admin | Enables users to view and edit Metric Groups, Metric Types, etc. WarningThis permission set has been deprecated as of V2 and is only available in V1.3.0 and below. |
KCC - PAP eIncome Verification | PJN_PAP_eIncome_Verification | Enables eIncome Verification for PAP enrollments using the PJN Financial Clearing House API. WarningThis permission set has been deprecated as of V2 and is only available in V1.3.0 and below. |
KCC - Patient Merge Tool | PJN_Patient_Merge_Tool | Grants users access to the Patient Merge Tool. WarningThis permission set has been deprecated as of V2 and is only available in V1.3.0 and below. |
KCC - Program Visualizer | PJN_Program_Builder | Grants users access to the Program Visualizer. WarningThis permission set has been deprecated as of V2 and is only available in V1.3.0 and below. |
KCC - SP Round Robin Admin | PJN_SP_Round_Robin_Admin | Enables privileged users to create relationships between Payers/Programs and Specialty Pharmacies as well as access APIs and external tooling such as the Salesforce Dataloader, all of which are required for the SP Round Robin functionality. WarningThis permission set has been deprecated as of V2 and is only available in V1.3.0 and below. |
KCC - eBV | PJN_eBV | Grants users access to electronic benefits verification (eBV) related functionality. WarningThis permission set has been deprecated as of V2 and is only available in V1.3.0 and below. |
Komodo DocuSign Permissions | DocuSign_OneClick_Permissions | Grants users access to the classes and objects required to use the DocuSign integration. |
Queues
A queue grants multiple users access to a single record. Members of a queue can then take ownership of that record.
Note
Komodo Care Connect provides the following queue in the initial installation script. The PJN_ queue can be modified. Reference Customization guidelines for more details.
Label | API name | Description |
|---|---|---|
Inbound Fax Queue | PJN_Inbound_Fax_Queue | Owns Request ( |
Public groups
A public group grants all of its users the same data visibility such that users inherit membership to queues and access to records via sharing rules. For more information, reference Salesforce's documentation on What Is a Group.
Users have to be manually added to a public group. In Komodo Care Connect, users who need access to a specific program must be manually added to the public group for that program.