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            Assign Permissions for Digital Lending Qualification Rules

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            3. Financial Services Cloud Admin Guide

            Assign Permissions for Digital Lending Qualification Rules

            Assign Product Discovery Admin, Rule Engine Designer, and Product Catalog Management Designer permission sets to the users who set up qualification rules.

            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 qualification rules:

            Product Catalog Management Designer permission set

            AND

            Product Discovery Admin permission set

            AND

            Rule Engine Designer permission set
            To run qualification rules:

            Product Catalog Management Viewer permission set

            AND

            Product Discovery User permission set
            1. From Setup, in the Quick Find box, enter Permission Sets, and then click Permission Sets
            2. Click the Product Discovery Admin permission set.
            3. Click Manage Assignments, and then click Add Assignments.
            4. Select the checkbox for each user who the features, and then click Assign.
            5. Complete the steps for Rule Engine Designer and Product Catalog Management Designer permission sets.

            See Also

             
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