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            Add Users

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Managed Package Installation Guide

            Add Users

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

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. Configure User Profile Permissions
              Enable the required permissions and a field-level security setting for the user profiles, including the System Administrator profile. You can edit profiles that you created and mapped to the packaged profiles. However, you can’t change the packaged Advisor Access, Personal Banker Access, and Relationship Manager Access permission sets. If you want to add or remove permissions, clone the packaged permission and modify the new version.
            2. Create Users
              Create users and assign them the required permissions so that they can access Financial Services Cloud.
             
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            Salesforce Help | Article