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Assign Permissions for CRM Analytics App for Complaint Management

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Assign Permissions for CRM Analytics App for Complaint Management

Enable users to create, edit, and view the CRM Analytics app for Complaint Management by assigning the relevant permissions.

Available in: Lightning Experience

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

User Permissions Needed
To assign permission sets:	Assign Permission Sets AND View Setup and Configuration

User Permissions Needed

To assign permission sets:

Assign Permission Sets

AND

View Setup and Configuration

From Setup, in the Quick Find box, enter Users, and then select Users.
Click the profile that you’re editing.
Click Permission Set Assignments, and then click Edit Assignments.
Select the RI for Fins Admin permission set.

Note You can see the RI for Fins Admin permission set only if you’ve enabled the RevenueIntelligenceFins license in your org.
Select either Financial Services Cloud Extension or FSC Service permission set for integration users.
Click Add, and then click Save.
Repeat these steps for all users who create, edit, and view the Analytics app for Complaint Management.