Follow these steps to assign GoMeddo licenses and Permission Sets to your users
Assign a GoMeddo License
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You can skip this step if you're on a sandbox, or if you are using a Trial version of GoMeddo, or if you have purchased a site-wide license from us. |
Go to Setup and search for Installed Packages
In the Installed Packages section, click on Manage Licenses next to GoMeddo
In the Licensed Users section, click Add Users
Add the users you want
Assign a GoMeddo Permission Set
Go to Setup and search for Users
Click on the user you want to assign a GoMeddo Permission Set to
Scroll down to the Permission Set Assignments section
Click Edit Assignments
Select any of the 3 B25 licenses and click on the Add arrow
The user will now be able to use GoMeddo.
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The above is just one of multiple options for assigning permissions. As a best practice, we recommend using permission set groups. For more info: Assigning Permission Sets |
Permissions Overview
The permission sets included in GoMeddo are described here: Permission Sets.
Automatically assign licenses
If you want to give your Digital Experience (Community) users the freedom to use GoMeddo from your Portal, you may want to automate the license assignment when they register or after a specific action. The following articles give some guidance on how this can be achieved:
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