You are here:
Assign Insurance Permission Sets for Insurance Service Excellence Components
Assign permission sets to admins and users based on their required level of access to the Service Excellence for Insurance features.
| Component | FSC Insurance Permission Set | Industry Service Excellence Permission Set | OmniStudio Runtime Permission Set |
|---|---|---|---|
| Insurance Agent Console | Yes | No | No |
| Action Launcher | No | Yes | No |
| Alerts | No | Yes | No |
| Profile Card | Yes | Yes | Yes |
| Sentiment Indicator | Yes | Yes | Yes |
| Policy 360 | Yes | Yes | Yes |
| Timeline | No | Yes | No |
| Identity Verification | No | Yes | No |
Note System Admin users can access Insurance Agent Console without assigning any permission
sets. For all other users, ensure that appropriate permission sets are assigned.
- From Setup, in the Quick Find box, enter Users, and then select Users.
- Select a user and in the Permission Set Assignments section, click Edit Assignments.
- Select the required permission sets from the Available Permission Sets list, and move them to the Enabled Permission Sets list.
- Save your changes.
Did this article solve your issue?
Let us know so we can improve!
