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          Assign Permissions for Application Action Items

          Assign Permissions for Application Action Items

          Assign the Digital Lending, Compliant Data Sharing, and Run Flows permissions.

          Required Editions

          Available in: Lightning Experience

          Available in: Professional, Enterprise, and Unlimited Editions

          User Permissions Needed
          To set up Digital Lending:

          Digital Lending permission set

          To configure Compliant Data Sharing: Configure Compliant Data Sharing
          To run Compliant Data Sharing: Use Compliant Data Sharing
          To run Salesforce Flow: Run Flows General User Permission
          1. Assign Digital Lending permission sets to users.
            1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
            2. Click the Digital Lending permission set.
            3. Click Manage Assignments, and then click Add Assignments.
            4. Select the users who need access to the feature, and then click Assign.
          2. Set up Compliant Data Sharing.
            1. Manage participant roles.
            2. Configure page layouts for Compliant Data Sharing.
            3. Manage users in Compliant Data Sharing.
          3. Assign the Run Flows general user permission.
            1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
            2. Click a profile.
            3. Click Edit.
            4. In General User Permissions, select Run Flows.
            5. Save your changes.
           
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          Salesforce Help | Article