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            Assign Actionable Relationship Center Permissions to Financial Services Cloud Users

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            3. Financial Services Cloud Admin Guide

            Assign Actionable Relationship Center Permissions to Financial Services Cloud Users

            Give users access to the Actionable Relationship Center and ARC components.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            Note
            Note Users must have at least read visibility to objects and fields referenced or displayed on a graph to view the corresponding cards and fields on the graph.
            1. From Setup, in the Quick Find box, enter Permission Sets, and then click Permission Sets.
            2. Click the newly created permission set, for example FSC with ARC.
            3. Click Manage Assignments, and then click Add Assignments.
            4. Select users and then click Assign.

            See Also

             
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