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Create Enhanced Mortgage User Permission Sets
Create permission sets to give your users appropriate access to system permissions.
Financial Services Cloud ships with a Mortgage license and a Document Checklist license, but mortgage users need differing access to both mortgage and document checklist objects. Some mortgage users run flows and create community users. Create permission sets to assign necessary object and feature permissions to your different mortgage users.
- Create and Assign a Loan Officer Permission Set
Create a permission set to give loan officers access to mortgage and document checklist features. The permissions set also grants access to mortgage and document checklist objects and other system permissions. - 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.
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