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Manage User Access for Digital Origination for Lending

Manage User Access for Digital Origination for Lending

To help your lending teams work with digital lending capabilities, configure and assign permission sets on the Digital Origination Initial Setup page.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

Before you assign permissions, clone the Digital Lending permission set and configure the required system permissions.

  1. From the gear menu, select Salesforce Go, and then search for Digital Origination Initial Setup on the Salesforce Go Home page.
  2. In the Action Required section, click Permission Sets to go to the permission sets page.
  3. Clone the Digital Lending permission set and save your changes.
  4. Open the cloned permission set, go to System Permissions, and select Digital Lending Admin User and other required permissions.
  5. To assign the permission set to users, go to Permission Sets and add users through Manage Assignments.
 
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