Assign Permissions to Administrator and User

Assign appropriate permissions to users to work with the Revenue Management for Financial Services Cloud app.

1. From Setup, in the Quick Find box, enter Users, and then select Users.
2. Click the name of the user to whom you want to assign permissions.
3. Click Permission Set Assignments | Edit Assignments
4. To assign the user necessary admin permissions, select both the CRM Analytics Plus Admin and the RI for Fins Admin permission sets.
5. To assign the user necessary user permissions, select both the CRM Analytics Plus User and RI for Fins User permission sets.
6. Add the permission sets, and then save your changes.