Assign Permissions for the Manage Beneficiaries Wealth Banking Service Process

To use the Manage Beneficiaries service process, assign the relevant permissions to your users.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

User Permissions Needed
To assign permission sets to users:	Assign Permission Sets AND View Setup and Configuration

User Permissions Needed

To assign permission sets to users:

Assign Permission Sets

AND

View Setup and Configuration

From Setup, in the Quick Find box, enter Users, 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 FSC Service or Financial Services Cloud Standard.
Save your changes.

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