---
schema_version: "1"
id: 990143a5c0a6804e74ac55616be1f363b77d2862e66e27c171a2aa735fb07778
title: Create and Share the App
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_revenuemanagement_create_share.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_revenuemanagement_create_share.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 07552a7bc79f96ee904c98391ccf6086cd9fed45478c16f92aeedd6829e10d85
description: Create an app from the Revenue Management for Financial Services Cloud template and then share the app with your users.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Create and Share the App

Create an app from the Revenue Management for Financial Services Cloud template and then share the app with your users.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Developer</strong> Edition and for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

1. Navigate to CRM Analytics Studio.
2. Click **Create**.
3. Select **App** | **Create App from Template**, and then open the template selector.
4. Select **Revenue Management for Financial Services Cloud,** and then click **Continue**.
5. Review the app preview page.
6. To open the configuration setup flow, click **Continue**.
7. If you're asked whether to base your app on an existing app or to create an app, select **Create a brand new app**, and then click **Continue**.
    
    The Revenue Management for Financial Services Cloud app runs a compatibility check against your org to ensure that the app contains the data required to successfully create the app’s datasets and dashboards.
8. Perform one of these actions:
    1. If the instance's compatibility check fails, follow the instructions in the error message to add the required data, and then create the app again.
    2. If the instance's compatibility check succeeds, click **Looks good, next**.
9. Enter a name for your app, and then click **Create**.
    
    After the process is complete, refresh the page see your app. If you see a message that says that the Analytics Integration User doesn’t have access to selected fields, edit [Salesforce field-level security](https://help.salesforce.com/s/articleView?id=platform.users_profiles_field_perms.htm&type=5&language=en_US).
10. After the process is complete, refresh the page to see your app.
11. To share the app with your users, open your app in CRM Analytics Studio. You can share the app only with users who have the appropriate permission set.
12. In CRM Analytics Studio, open your app
13. On the Give Access tab of the share window, under Invite others, add the names of users that you want to share the app with.
14. For every user that you add, select their level of access: Viewer, Editor, or Manager.
15. Save your changes.