Assign Licenses & Permission Sets

Owned by Jérôme Vincendon (Unlicensed)
Last updated: Sept 03, 2024 by Tim Schuitemaker
1 min read

Follow these steps to assign GoMeddo licenses and Permission Sets to your users

Assign a GoMeddo License

 

In some cases you can go immediately to ‘Assign a GoMeddo Permission Set’

You can skip this step if you're on a sandbox, or if you have purchased a site-wide license from us.

 

  1. Go to Setup and search for Installed Packages

  2. In the Installed Packages section, click on Manage Licenses next to GoMeddo

  3. In the Licensed Users section, click Add Users

  4. Add the users you want

Assign a GoMeddo Permission Set

  1. Go to Setup and search for Users

  2. Click on the user you want to assign a GoMeddo Permission Set to

  3. Scroll down to the Permission Set Assignments section

  4. Click Edit Assignments

  5. Select any of the 3 B25 permission sets and click on the Add arrow

The user will now be able to use GoMeddo.

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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