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.

1. From Setup, in the Quick Find box, enter Users, and then select Users.
2. Select a user and in the Permission Set Assignments section, click Edit Assignments.
3. Select the required permission sets from the Available Permission Sets list, and move them to the Enabled Permission Sets list.
4. Save your changes.