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            Create and Assign an Underwriter Permission Set for Mortgage

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            3. Financial Services Cloud Admin Guide

            Create and Assign an Underwriter Permission Set for Mortgage

            Create a permission set to give underwriters access to mortgage and document checklist features. The permissions set also grants access to mortgage and document checklist objects.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
            2. On the Permission Sets Setup page, click New.
            3. Name the permission set Underwriter, set License to None, and then click Save.
            4. On the Underwriter Permission Set page, under System, click System Permissions, and then click Edit.
            5. Under System, enable User license to access mortgage in Financial Services Cloud and User license to access the Document Checklist features.
            6. Click Save.
            7. On the Underwriter Permission Set page, in the Find Settings box, enter Document Checklist Items, click Document Checklist Items, and then click Edit.
            8. Enable Read, Create, and Edit and then click Save.
            9. On the Underwriter Permission Set page, in the Find Settings box, enter Loan Applicant Addresses, click Loan Applicant Addresses, and then click Edit.
            10. Enable Read and click Save.
            11. Repeat steps 9 and 10 for the remaining mortgage objects.
              • Loan Applicant Assets
              • Loan Applicant Declarations
              • Loan Applicant Employments
              • Loan Applicant Incomes
              • Loan Applicant Liabilities
              • Loan Applicants
              • Loan Application Assets
              • Loan Application Financials
              • Loan Application Liabilities
              • Loan Application Properties
              • Loan Application Title Holders
              • Residential Loan Applications.
            12. On the Underwriter Permission Set page, click Manage Assignments, and then click Add Assignments.
            13. Select the users you want to assign the underwriter permission set to and click Assign, and then click Done.
             
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