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Assign Retail Deposit Account Origination Permissions

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Assign Retail Deposit Account Origination Permissions

Assign the Digital Lending permission set to all users who need access to Retail Deposit Account Origination. For admin access, clone the Digital Lending permission set and enable the Digital Lending Admin User system permission.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions
User Permissions Needed
To set up Digital Lending: Digital Lending permission set
  1. From Setup, in the Quick Find box, enter Users, and then select Permission Sets.
  2. Add the Digital Lending permission set to your user.
  3. For admin access, from Setup, in the Quick Find box, enter Permission Sets, and then clone the Digital Lending permission set added in the previous step.
  4. On the cloned permission set, go to System Permissions and enable Digital Lending Admin User. Assign this permission set to your admin user.

Assign the following permission sets based on the features your users need.

Permission Set Description
Rule Engine Runtime Running business rules and decision logic in the origination flow
Context Service Runtime Accessing context-aware data during the intake process
Salesforce Pricing Run Time User Generate and show product offers and interest rates
Omnistudio User Running Omniscripts and Flexcards in the intake flow
Digital Lending Edit Read-Only Party Related Records Editing party-related records such as Party Profile and Party Income
Product Catalog Management Viewer Viewing the product catalog for offer configuration
Stage Management User Tracking and transitioning application stages during origination
 
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