Assign Digital Lending Permissions

Assign Digital Lending permission sets to the users who set up Digital Lending.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

User Permissions Needed
To set up Digital Lending:	Digital Lending permission set

Digital Lending permissions:

Permission	Description	Information
Digital Lending User	Grants user to access to Digital Lending specific features.	Enabled by default in the Digital Lending permission set.
Digital Lending Edit Read-Only Party Related Records	Grant access to edit Party related records when Read Only is selected on the corresponding Party record and turn on read-only Digital Lending party-related records.	Turned off by default in the Digital Lending permission set.
Digital Lending India Admin User	Allow user access to Digital Lending India admin-specific features.	Turned off by default in the Digital Lending permission set.
Digital Lending Admin User	Allow user access to Digital Lending admin-specific features.	Turned off by default in the Digital Lending permission set.
Digital Lending Workbench	Grants access to digital lending workbench features.	Turned off by default in the Digital Lending permission set.

Assign Digital Lending permission set to users.
1. From Setup, in the Quick Find box, enter Permission Sets, and then click Permission Sets.
2. Click the Digital Lending permission set.
3. Click Manage Assignments, and then click Add Assignments.
4. Select the checkbox next to each user that you want to assign the permission set to, and then click Assign.
Clone and assign the Digital Lending permission set to Salesforce Admin users, read-only users, and workbench users.
1. From Setup, in the Quick Find box, enter Permission Sets, and then click Permission Sets.
2. Click Clone next to the Digital Lending permission set.
3. Enter a label and unique API name.
4. (Optional) Change the description field.
5. Click Save.
6. In the permission sets list, click the name of the permission set you created.
7. Click System Permissions.
8. Click Edit.
9. Turn on Digital Lending Admin User permissions.
10. Click Save.
11. From Setup, in the Quick Find box, enter Permission Sets, and then click the permission set you created.
12. Click Manage Assignments, and then click Add Assignments.
13. Select the checkbox for each user who needs the features, and then click Assign.
14. Similarly, complete the steps to create and assign read-only user and workbench user permission sets.

Product Area