Create Users in Financial Services Cloud
Create users for Financial Services Cloud and assign the required permissions using profiles and permission sets.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
- From Setup, enter Users in Quick Find, then select Users.
- Create a user. Assign it the Salesforce user license.
- Based on the persona of the user, assign a profile, such as System Admin, Advisor, Personal Banker, or a custom profile.
- Save your changes.
- Click Permission Set Assignments and then click Edit Assignments.
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From Available Permission Sets, add the relevant permission sets to Enabled Permission
Sets.
User Persona Permission Sets to Add Admin Financial Services Cloud Standard, Advisor Access, and Personal Banker Access Advisor Financial Services Cloud Standard and Advisor Access Personal Banker Financial Services Cloud Standard and Personal Banker Access Teller Financial Services Cloud Basic and Teller Access 
Note You can assign custom permission sets to provide more access, as required by the user’s persona. For example, customize Advisor profile permissions to allow advisors to delete financial account role (FAR) records. - Save your changes.
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For Enterprise Editions and Unlimited Editions only, proceed with the following steps
to assign Client Segmentation app access permissions to Admin user.
- From Setup, enter Users in the Quick Find box, and then select Users.
- Click the username with the System Administrator profile.
- Click Permission Set Assignments, and then click Edit Assignments.
- Select the Client Segmentation Admin permission set.
- Click Add, then click Save.
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For Enterprise Editions and Unlimited Editions only, proceed with the following steps
to assign Client Segmentation app access permissions to other users in your organization.
- From Setup, enter Users in the Quick Find box, and then select Users.
- Click the name of a user who requires access to the Client Segmentation App app.
- Click Permission Set Assignments, and then click Edit Assignments.
- Select the Client Segmentation Analytics User permission set.
- Click Add, then click Save.
- Repeat these steps for all users who require access to the Client Segmentation App app.
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