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Create and Assign an Underwriter Permission Set for Digital Lending

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Create and Assign an Underwriter Permission Set for Digital Lending

Create a permission set that grants users access to the Digital Lending Underwriter Console features.

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 use the Underwriter Console:	Digital Lending Workbench permission

Create an Underwriter Console permission set.
1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
2. Next to the Digital Lending permission set, click Clone.
3. Enter a label and unique API name, such as Underwriter Console.
4. Save your changes.
5. Click System Permissions.
6. Click Edit.
7. Select Digital Lending Workbench.
8. Save your changes.
Assign the Underwriter Console permission set to users.
1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
2. Click the permission set that you created.
  For example, Underwriter Console.
3. Click Manage Assignments, and then click Add Assignments.
4. Select the users who use the feature, and then click Assign.

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