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            Assign OmniStudio Permissions

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            3. Financial Services Cloud Admin Guide

            Assign OmniStudio Permissions

            Financial plans and goals use OmniStudio to create a customized experience for creating, editing, and deleting financial goals. Give users access to OmniStudio so that they can create and run OmniScripts, Data Mappers, FlexCards, and Integration Procedures.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To use financial plans and goals, OmniScript, Data Mappers, FlexCards, and Integration Procedures:

            Financial Services Cloud Extensions OR FSC Sales

            AND

            OmniStudio User OR OmniStudio Admin permissions set
            1. From Setup, in the Quick Find box, enter Users, and then select Users.
            2. Make sure that the OmniStudio Admin or OmniStudio User permission set is assigned to your users.
            3. If a permission set isn't assigned to a user, 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. Save your changes.

            See Also

             
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