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            Assign Permissions for Financial Account and Related Objects

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            3. Financial Services Cloud Admin Guide

            Assign Permissions for Financial Account and Related Objects

            Make sure that your users have access to Financial Account and related objects. You can assign access to Advisor, Personal Banker, or custom profiles.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To edit object permissions:

            Manage Profiles and Permission Sets

            AND

            Customize Application
            1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
            2. Click Edit for the profile that you want to edit.
            3. Select tab settings for Financial Account and related objects.
              • If you want to use financial account information from the Financial Account Management Standard Objects data model, then in the Standard Tab Settings, select tab visibility for Financial Accounts and Record Alerts objects.
              • If you want to use financial account information from the Financial Services Cloud managed package, then in the Custom Tab Settings, select tab visibility for Financial Accounts and Financial Account Transactions objects.
            4. Assign object permissions for Financial Account and related objects.
              • If you want to use financial account information from the Financial Account Management Standard Objects data model, then in the Standard Object Permissions, give users Read, Create, Edit, Delete, View All Records, and Modify All Records permissions to Financial Accounts, Financial Account Addresses, Financial Account Balances, Financial Account Parties, Financial Account Transactions, and Record Alerts objects.
              • If you want to use financial account information from the Financial Services Cloud managed package, then in the Custom Object Permissions, give users Read, Create, Edit, and Delete permissions to Financial Accounts, Financial Account Roles, and Financial Account Transactions objects.
            5. Save your changes.
             
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