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            Assign a Permission Set License to Users

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Assign a Permission Set License to Users

            To give your users access to the FSCFinancialAccountsSummary component, assign them the necessary permission set licenses.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To assign permission set licenses: Manage Users
            1. From Setup, in the Quick Find box, enter Users, and then select Users.
            2. Make sure that one of these permission set licenses is assigned to the users:
              • Financial Services Cloud Extension
              • Financial Services Cloud Foundations
              • FSC Sales
              • FSC Service
            3. If a permission set isn't assigned, in the Permission Set Assignments related list:
              1. Click Edit Assignments.
              2. Add the permission set to Enabled Permission Sets.
              3. Save your changes.

            See Also

             
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