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            Manage Access to the Einstein Relationship Insights App

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            3. Financial Services Cloud Admin Guide

            Manage Access to the Einstein Relationship Insights App

            Confirm that your users have access to the connected app so they can access Einstein Relationship Insights.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To view ARC Einstein Relationships Insights

            Financial Services Cloud Extension OR FSC Sales

            AND

            FSC Package

            AND

            Einstein Relationship Insights Starter

            OR

            Einstein Relationship Insights Growth
            1. From Setup, in the Quick Find box, enter Users, and then select Profiles.
            2. Select the profile that you want to give access to.
            3. Click Edit.
            4. Under Connected App Access, select Einstein Relationship Insights Canvas App.
              Connected app access ERI canvas app
              Note
              Note Salesforce recommends that you don’t change the connected app name.
            5. Save your changes.
              Repeat this process for any profiles that need access.

            See Also

             
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