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            Assign User Permissions for Flexible Hierarchies

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            3. Financial Services Cloud Admin Guide

            Assign User Permissions for Flexible Hierarchies

            Review the supported permissions for Flexible Hierarchies. Then learn how your product handles permissions and how to assign them.

            Required Editions

            Available in: Lightning Experience

            Available in: Unlimited and Agentforce Editions
            User Permissions Needed
            To assign permission sets:

            Assign Permission Sets

            AND

            View Setup and Configuration

            To set up and use Flexible Hierarchies, Salesforce admins and users need these permission sets. Typically, a Salesforce admin assigns these permission sets.

            1. From Setup, in the Quick Find box, find, and select Users.
            2. Select a user.
            3. In the Permission Set Assignments related list, click Edit Assignments.
            4. To assign these permission sets to the relevant user, select the permission set under Available Permission Sets, and click Add.
              Permission Set Name Description

              Flexible Hierarchy Admin

              		 Create and update hierarchy types. Create and update hierarchies by using hierarchy types.

              Flexible Hierarchy Manager

              		 Create and update hierarchies by using hierarchy types.

              Flexible Hierarchy User

              		 View flexible hierarchies on a record details page.
            5. Save the changes.
             
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