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            Manage User Access for Business Relationship Plan

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            3. Financial Services Cloud Admin Guide

            Manage User Access for Business Relationship Plan

            To get your relationship team started with business relationship planning, assign relevant permissions to them.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited Editions with Financial Services Cloud
            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
            To provide your relationship managers access to business relationship plans, assign relevant permissions to them for Account Plans. See Select Who Can Use Account Plans.
            Note
            Note When you share account plans with other users, the account plan objective records automatically become accessible to them. This rule also applies to account plan objective measure records and account plan objective measure relation records. You can manage sharing of Account Plan Objective object by setting Organization-wide sharing to Controlled by Parent, Private, Public Read Only, or Public Read/Write.
             
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