Assign users to Platform Health groups

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • In addition to assigning Impact users to groups, Platform Health users must also be part of a group for the Scan Engine feature.

    Before you begin

    Feature allocation and availability in the Platform Health Scan Engine is based on role and group assignment. See Track Platform Health trends for additional information on role-based feature availability.

    Note:
    You may return to the various steps in the configuration if you don't complete the entire setup at once. As you complete each step successfully, mark the step as complete. Subsequent tasks are locked until the previous step is completed.

    Role required: impact app admin or admin

    Procedure

    1. Use Guided Setup to onboard users to the Impact Store Application.
    2. Navigate to All > Impact > Guided Setup > Assign Platform Health users.
    3. Select a user group to assign users to a group.
    4. Create Development Teams.
      Development teams are necessary so each persona can access the relevant Platform Health dashboard. Each record indicates a team and a development team lead that Scan Engine findings will be reported on the Analytics Dashboard.
      1. Navigate to All > Impact > Configuration > Scan Engine Properties.
      2. In the Team Leads related list, select New.
      3. Create the relevant development teams assigned to the appropriate team lead.
        See Configure scanning properties per persona for additional information on assigning team leads to development teams.
    5. Select Mark as Complete to enable the next configuration step.

    What to do next

    Activate Scan Engine and review settings