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            User Profiles and Permissions in Financial Services

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            User Profiles and Permissions in Financial Services

            Add the necessary User Profile permissions to enable users to manage their books of business from Financial Services, and then create users.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. Configure User Profile Permissions for Financial Services
              Enable the required permissions and field-level security settings for the user profiles you created, including the System Administrator profile.
            2. Create Users for Financial Services
              Create users and assign them the profiles and permissions they need to access Financial Services features.
             
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            Salesforce Help | Article