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Insurance
Required User Permissions to Users

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Required User Permissions to Users

We recommend that you use permission sets to manage your users' permissions.

USER PERMISSIONS NEEDED
To set up the Request Insurance Proof service process:

Industries Service Process, Industry Service Excellence, Omnistudio, Case, Service Catalog Request objects Read, Create, Edit, Delete, View All Records

AND

FSC Insurance

AND

Financial Services Cloud Extension OR FSC Sales

OR

Financial Services Cloud Basic

OR

Financial Services Cloud Standard
To use Request Insurance Proof service process:

Industries Service Process, Industry Service Excellence, Omnistudio, Case, Service Catalog Request objects Read, Create, Edit, Delete, View All Records

AND

FSC Insurance

AND

Financial Services Cloud Extension OR FSC Sales

OR

Financial Services Cloud Basic

OR

Financial Services Cloud Standard
 
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