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            Create and Assign a Permission Set

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Create and Assign a Permission Set

            Create and assign a permission set for portal users to grant the license and permissions they need to schedule and manage appointments in the Financial Services Client Portal.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled
            User Permissions Needed
            To create permission sets: Manage Profiles and Permission Sets
            To assign permission sets: Assign Permission Sets
            1. Create a permission set.
              1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
              2. Click New.
              3. Provide a name for the permission set, for example Appointment Access.
              4. For License, select Salesforce Scheduler, and then save your changes.
              5. Click System Permissions.
              6. Edit the system permissions and enable the Let a user be included in appointments in Salesforce Scheduler permission.
              7. Save your changes.
            2. Assign a permission set.
              1. From Setup, in the Quick Find box, enter Users, and then select Users.
              2. Click a user who’s assigned one of the customer community profiles.
              3. In Permission Set Assignments, click Edit Assignments.
              4. From Available Permission Sets, select the permission set that you created and an appropriate user profile permission set.
                For example, if the customer user profile is Customer Community, select Financial Services For Customer Community as the user profile permission set.
              5. Click Add.
              6. Save your changes.
             
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