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Create Users for Financial Services

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Create Users for Financial Services

Create users and assign them the profiles and permissions they need to access Financial Services features.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
  1. From Setup, enter Users in the Quick Find box, and then select Users.
  2. Click New User.
  3. Assign the Salesforce user license and the Advisor, Personal Banker, or Relationship Manager profile that you created.
  4. Save your changes.
  5. To enable the required permissions for each profile, see Configure User Profile Permissions for Financial Services.
 
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