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            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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