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            Assign Business Relationship Plan AI Permissions to Users

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            Assign Business Relationship Plan AI Permissions to Users

            To use the AI-powered summarization in the Business Relationship Plan, assign relevant permissions to your users.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited Editions that have FSC Sales & Service license or the FSC Sales license and Einstein for Sales Add-On enabled
            User Permissions Needed
            To assign permission sets:

            Assign Permission Sets

            AND

            View Setup and Configuration
            To set field-level security and to edit object permissions:

            Manage Profiles and Permission Sets

            AND

            Customize Application
            1. Assign permission sets.
              1. From Setup, in the Quick Find box, enter Users, and then select Users.
              2. Click a user’s name.
              3. In Permission Set Assignments, click Edit Assignments.
              4. From Available Permission Sets, select and add FSC Sales, FSC Sales Einstein, Omnistudio User, and Prompt Template User permission sets.
              5. Save your changes.
            2. Assign object permissions to your relationship managers.
              1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
              2. Click the profile that you're editing.
              3. Click Edit.
              4. Under Standard Object Permissions, locate the Generative AI Prompt Templates object and select View All Records permission.
              5. Save your changes.
            3. Update field-level security.
              1. From Setup, in the Quick Find box, enter Object Manager, and then select  Object Manager.
              2. Locate each object listed in the table and click Fields & Relationships. Then for each object and field, update the field-level security for all the profiles that use Business Relationship Plan AI.
                OBJECT FIELD FIELD-LEVEL SECURITY
                Account Plan Relationship Summary For the profiles that use Business Relationship Plan AI, select Visible and deselect Read-Only.
                Interaction Account Plan Objective For the profiles that use Business Relationship Plan AI, select Visible and deselect Read-Only.
                Account Plan Objective Last Interaction Summary Generation Date For the profiles that use Business Relationship Plan AI, select Visible and deselect Read-Only.
                Objective Interaction Summary
            4. Assign permission to use flows.
              1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
              2. Click Edit for the user profile that you want to give flow access to.
              3. Under General User Permissions, select Manage Flows and Run Flows.
              4. Save your changes.
             
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