Skip to main content

Hello Education Cloud Community, 

 

I am currently working on setting up Education Cloud and have encountered an access and permission-related issue. Some users are unable to access the required features or resources, and I would appreciate guidance on troubleshooting the setup.

Could anyone share best practices for reviewing user permissions, permission sets, profiles, or any specific Education Cloud configurations that should be verified to resolve access issues?

Any recommendations, documentation references, or troubleshooting steps would be greatly appreciated. 

 

Thank you in advance for your support!

1 réponse
  1. 17 août, 17:17

    Hi Saqib - happy to give you a systematic way to run this down. The single most common cause of 'some users can't access Education Cloud features' is a missing Permission Set License, so I'd start there and then work through the access layers in order. 

     

    1. Permission Set Licenses first. Education Cloud features are gated behind permission set licenses (PSLs) - the feature-specific permission set grants nothing until the matching PSL is assigned to the user. Check Setup > Users > [the user] > Permission Set License Assignments and confirm the Education Cloud PSL(s) are there. This is the step people miss most. 

     

    2. Then the permission sets / permission set groups. Confirm the user has the standard Education Cloud permission sets assigned (the product ships persona-based sets), and that they grant object CRUD, field-level security on the fields in question, and any system/feature permissions the feature needs. 

     

    3. Separate 'can't see the object/tab' from 'can't see the records'. If they can't open the object or tab at all, it's CRUD / tab visibility / PSL / app assignment. If they can open it but see no records, it's record access - org-wide defaults, sharing rules, role hierarchy, or sharing sets for Experience users. Treating those two symptoms differently saves a lot of time. 

     

    4. App + Lightning page. Make sure the right app and tabs are visible to their profile, and that the Lightning record/home page showing the feature is actually assigned to their app/profile - a component can silently disappear if the page assignment doesn't cover them. 

     

    5. Fastest diagnostic: Login As the affected user (if enabled) and reproduce - you'll see exactly what's missing far quicker than auditing config. 

     

    If you can share the specific feature/object they can't reach and whether they get 'insufficient privileges', a blank tab, or empty records, I can point you straight at the layer. The Salesforce Help 'Education Cloud' setup docs also list the exact PSLs and permission sets per feature. 

     

    Hope that helps you narrow it down!

0/9000