Assign Permissions for Financial Services Cloud Console Apps

Assign permission sets to users to access the standard console apps for retail banking, commercial banking, and wealth management.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

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

Assign these permission sets based on the console apps that you plan to use:

Console App	Permission Set
Retail Banking	Industry Service Excellence AND OmniStudio Admin AND Financial Services Cloud Extension OR FSC Service OR FSC Foundation
Commercial Banking and Wealth Management	Industry Sales Excellence AND OmniStudio Admin AND Financial Services Cloud Extension OR FSC Foundation OR FSC Sales

Console App

Permission Set

Retail Banking

Industry Service Excellence

AND

OmniStudio Admin

AND

Financial Services Cloud Extension OR FSC Service OR FSC Foundation

Commercial Banking and Wealth Management

Industry Sales Excellence

AND

OmniStudio Admin

AND

Financial Services Cloud Extension OR FSC Foundation OR FSC Sales

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