Authorize Users to Compose and Send Dispute-Related Emails

To access and run the prebuilt email prompt templates in the email composer, assign the appropriate permission sets to your users.

Available in: Lightning Experience

Available in: Unlimited Edition where Financial Services Cloud is enabled

User Permissions Needed
To assign permission sets:	Assign Permission Sets AND View Setup and Configuration

User Permissions Needed

To assign permission sets:

Assign Permission Sets

AND

View Setup and Configuration

Users need these permissions sets:

To access the prompt templates in Prompt Builder: Prompt Template User
To access the prebuilt email prompt templates of type Financial Services Email: Transaction Dispute Management AI and Financial Services Cloud Extension

From Setup, in the Quick Find box, enter permission sets, and then select Permissions Sets.
From the Permission Sets list view, click Prompt Template User.
From the Prompt Template User detail page, click Manage Assignments.
Click Add Assignments.
Select the checkboxes next to the users that you want to assign the permission set to, and click Assign.
Similarly, assign the Transaction Dispute Management AI and Financial Services Cloud Extension permission sets to the users who need access to run the prebuilt email prompt templates.

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