Assign the Mortgage Permission Set

Use permission sets to assign your users licenses to the mortgage feature and document checklist items.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
On the Permission Sets Setup page, click the name of the mortgage permission set with a Mortgage license that you want to assign.
Click Manage Assignments and then click Add Assignments.
Select the users who need access to the Mortgage license, click Assign, and click Done.
On the Permission Sets Setup page, click the name of the document checklist permission set with a Document Checklist license that you want to assign.
Click Manage Assignments and then click Add Assignments.
Select the users who need access to the Document Checklist license, click Assign, and click Done.

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