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            Assign the FSC Insurance Permission Set License to Users

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Assign the FSC Insurance Permission Set License to Users

            To access insurance objects and features, users need the FSC Insurance permission set license.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, in the Quick Find box, enter Users, and then select Users.
            2. Click the user that you want to give permissions to.
            3. Under Permission Set Assignments, click Edit Assignments.
            4. Under Available Permission Sets, select FSC Insurance, and then click Add.
            5. Save your changes.
            Note
            Note Assigning the FSC Insurance permission set automatically assigns the user an FSC Insurance permission set license. However, assigning the permission set doesn’t give the user permissions on insurance objects. You give users create, read, edit, and delete permissions on the objects through user profiles or permission sets.
            Tip
            Tip Your portal users can access insurance objects without requiring any additional permission set license. In your user profile, under General User Permissions, select Access Insurance Objects.
            General User Permissions on a Profile Page
            However, to access insurance features, the portal users need the Financial Services Community permission set license.
             
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