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            Assign Permissions to View Cash Flow FlexCards

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            3. Financial Services Cloud Admin Guide

            Assign Permissions to View Cash Flow FlexCards

            Use OmniStudio to create a customized experience for creating, editing, and deleting income and expenses for your clients. Provide OmniStudio access to users to create and run OmniScripts, FlexCards, and Integration Procedures when they view and interact with Cash Flow FlexCards.

            Required Editions

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To use Income and Expenses for Financial Services Cloud:

            Financial Services Cloud Extension

            AND

            OmniStudio Users

            OR

            OmniStudio Admin
            1. From Setup, in the Quick Find box, enter Users, and then select Users.
            2. Confirm that OmniStudio Admin or OmniStudio User and Financial Services Cloud Extension permission sets are assigned to users.
            3. If a permission set isn't assigned to the user, follow these steps:
              1. In the Permission Set Assignments related list, click Edit Assignments.
              2. Add the OmniStudio Admin or OmniStudio User and Financial Services Cloud Extension permission sets to Enabled Permission Sets.
              3. Save your changes.

            See Also

             
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