Provide Users More Access with Vlocity Insurance Permission Set Licenses

Permission set licenses extend the functionality of user licenses. With permission set licenses, you can assign more permissions to users than what their user license supports.

Where: This feature is available from Vlocity Insurance Spring '22.

Who: You can assign permission set licenses to your customer, partner, and internal users.

Why: Permission set licenses incrementally entitle users to access features that aren't included in their user licenses. Users can be assigned any number of permission set licenses. Vlocity Insurance makes a number of permission set licenses available that can provide access to Vlocity Insurance features and processes, including:

• Claims Management

• Insurance Group Benefits

• Insurance Policy Administration

• Insurance Policy and Claims

• Insurance Products

• Insurance Quoting

How: Install the Winter '22 Vlocity Insurance and Insurance Industries Extension managed packages. Then, from Setup, in the Quick Find box, enter Company Information, and then select Company Information. Go to the permission set licenses related list, and click the name of the permission set license that you want to assign users to, and then assign users. View users to see and remove current assignments.