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            Give Users Access to the Insurance Agent Console App

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Give Users Access to the Insurance Agent Console App

            Add user profiles to the Insurance Agent Console app to give users access to the Insurance Agent Console app. Insurance Agent Console helps agents and service reps track their performance and stay focused on their goals.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, in the Quick Find box, enter App Manager, and then select App Manager.
            2. On the Insurance Agent Console app’s row, click Action dropdown, and then select Edit.
            3. Under App Settings, click User Profiles.
            4. Under Available Profiles, select a profile, and then click Add.
            5. Save your changes.
             
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