Unified Catalog User Permissions for Financial Service Processes
Review the required permissions for setting up financial service processes in the
Unified Catalog and learn how to assign them based on user roles.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
with Financial Services Cloud and Unified Catalog.
To access Unified Catalog features, users require the Unified Catalog Add-On license and the
permission set corresponding to their role. This table outlines the specific permission sets
required for each persona.
PERSONA
Permission Set
USE
Admin
Unified Catalog Admin
Context Service Admin
Provides users access to administer the Unified Catalog app and to provide access
to designers and service reps.
Designer
Unified Catalog Agent
Context Service Runtime
Product Catalog Management Viewer
Product Discovery User
Provides users access to use and manage catalog items and service
processes.
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