Assign Branch Management Permissions to Users
Ensure that users can access and use Branch Management features by creating and assigning permission sets.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled |
Note The User license to access Branch Management in Financial Services
Cloud permission is enabled by default if your organization has the Financial
Services Cloud Extension permission set.
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Create a permission set with the Branch Management permissions enabled.
- From Setup, in the Quick Find box, enter Permission Sets, and then click Permission Sets.
- Click Clone next to the Financial Services Cloud Extension permission set.
- Enter a label for your permission set, such as FSC with Branch Management.
- Clear the API name field and then tab to the next field, so the API name fills in automatically.
- (Optional) Change the Description field if desired.
- Click Save.
- In the Permission Sets list, click the name of the permission set you just created to edit it.
- Click the System Permissions link.
- Click Edit.
- Enable the User license to access Branch Management in Financial Services Cloud permission.
- Click Save.
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Assign the permission set to users.
- From Setup, in the Quick Find box, enter Permission Sets, and then click Permission Sets.
- Click the name of the permission set that you created earlier, such as FSC with Branch Management.
- Click Manage Assignments, and then click Add Assignments.
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Select the checkbox for each user who will use branch management features, and then click
Assign.
Note You can only assign a permission set license to active users.
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