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            Assign Permissions to View Flexcards

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

            Assign Permissions to View Flexcards

            Give users access to Omnistudio so that they can create and run Omniscripts, Data Mapper, Flexcards, and Integration Procedures when viewing and interacting with Flexcards.

            Required Editions

            Financial Services Cloud is available in Lightning Experience.

            Available in: Professional, Enterprise, and Unlimited editions
            User Permissions Needed
            To use Data Cloud for Financial Services Cloud:

            Salesforce org: Financial Services Cloud Extension OR FSC Sales OR FSC Service

            AND

            Data Cloud for Financial Services Cloud Admin User

            OR

            Data Cloud for Financial Services Cloud User

            AND

            Data Cloud org: Data Cloud Architect
            1. From Setup, in the Quick Find box, enter Users, and then select Users.
            2. Confirm that the Omnistudio Admin or Omnistudio User, and Data Cloud for Financial Services Cloud User or Data Cloud for Financial Services Cloud Admin User permission set is assigned to the users.
            3. If a permission set isn't assigned to the users, follow these steps:
              1. In the Permission Set Assignments related list, click Edit Assignments.
              2. Add the Omnistudio Admin or Omnistudio User permission set to Enabled Permission Sets.
              3. Add the Data Cloud for Financial Services Cloud User or Data Cloud for Financial Services Cloud Admin User permission set to Enabled Permission Sets.
              4. Save your changes.

            See Also

             
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