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            Enable Relationship Manager and Lending Assistant Permissions (Managed Package)

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            3. Financial Services Cloud Admin Guide

            Enable Relationship Manager and Lending Assistant Permissions (Managed Package)

            Use permission sets to give your users access to the Commercial Banking Console Lightning app.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

            Managed Package Icon This is a Financial Services Cloud managed package feature.

            1. From Setup, enter Users in Quick Find, then select Users.
            2. Click a user’s name.
            3. Under Permission Set Assignments, click Edit Assignments.
            4. Add the Relationship Manager or Lending Assistant permission set as appropriate to the user.
            5. Save your changes.
             
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