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Assign Permissions for the Request Insurance Proof Service Process

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Assign Permissions for the Request Insurance Proof Service Process

To enable your users to access the Request Insurance Proof service process, assign the relevant permissions to them.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

User Permissions Needed
To assign permission sets to users:	Industries Service Process, Industry Service Excellence, Omnistudio, Case, Service Catalog Request objects Read, Create, Edit, Delete, View All Records AND FSC Insurance AND Financial Services Cloud Extension OR FSC Sales OR Financial Services Cloud Basic OR Financial Services Cloud Standard

User Permissions Needed

To assign permission sets to users:

Industries Service Process, Industry Service Excellence, Omnistudio,

Case, Service Catalog Request objects Read, Create, Edit, Delete, View All Records

AND

FSC Insurance

AND

Financial Services Cloud Extension OR FSC Sales

Financial Services Cloud Basic

Financial Services Cloud Standard

From Setup, in the Quick Find box, enter Users, and then click Users.
Select a user.
In Permission Set License Assignments, click Edit Assignments.
Select Industry Service Excellence, Industries Service Process, Omnistudio User, and Financial Services Cloud Extension, or Financial Services Cloud Basic, or Financial Services Cloud Standard.
Save your changes.