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            Add Commercial Banker Users and Assign Permission Sets (Managed Package)

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Add Commercial Banker Users and Assign Permission Sets (Managed Package)

            Add Commercial Banker users and assign them the Relationship Manager profile and the related permission sets. Users must have these settings to access Financial Services Cloud.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

            Managed Package Icon This is a Financial Services Cloud managed package feature.

            1. From Setup, enter Users in Quick Find, then select Users.
            2. Click New User. Enter the user’s details and assign them the Salesforce user license and then the Relationship Manager profile.
            3. Save your changes.
            4. Under Permission Set Assignments, click Edit Assignments.
            5. Under Available Permission Sets, add the Financial Services Cloud Standard and Relationship Manager Access permission sets to Enabled Permission Sets.
            6. Save your changes.

              You can use subsets of the Commercial Banking features for other users, such as lending assistance. See the Financial Services Cloud Administrator Guide for details on how to set up these users.

             
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