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.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

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.
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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