Permissions for Vehicle and Asset Lending

Permission Sets and User Permissions

Clone the Vehicle and Asset Lending permission set, enable the Digital Lending Admin User system permission, and assign the cloned permission set to yourself as the user with the System Administrator profile.

Assign permission sets to user profiles based on the type of jobs they perform.

Roles and Responsibilities	Permission Sets	Description
Financial managers who set up products, categories, and pricing rules	Product Catalog Management Designer Salesforce Pricing Admin Salesforce Pricing Manager Omnistudio Admin	Assign the Salesforce Pricing Admin and Salesforce Pricing Manager permission sets to give access to design and extend context definitions and business rules.
Financial managers who need to manage applications and review related records	Vehicle and Asset Lending	Clone the Vehicle and Asset Lending permission set and assign the Use Vehicle and Asset Lending Underwriter Console user permission to all underwriter users.
Financial managers who perform applicant screening and credit checks	Vehicle And Asset Lending	Clone the Vehicle And Asset Lending Edit Read-Only Party Related Records permission set and assign it to users who can override the read-only permissions and edit party information. Only assign this to managers who need to override the party information with edit access.
Financial managers who need to set up the Funding Workbench Console for funding analysts and dealers	Vehicle and Asset Lending Stage Management User Stage Management Design User	Clone the Vehicle and Asset Lending permission set, select the 'Use Funding Workbench for Automotive Finance' to access the Funding Workbench Console. Make sure to also have the Stage Management User and Stage Management Design User permissions.
Partners	Vehicle and Asset Lending for Partners Salesforce Pricing Run Time User Product Catalog Management Partner Community User Context Service Runtime Inventory Search for Experience Cloud OmniStudio User OmniStudio for Runtime Communities Product Catalog Management Viewer Rule Engine Runtime Salesforce Pricing Run Time User Stage Management User Criteria-Based Search and Filter for Experience Cloud Document Checklist Industries Assessment	If the dealers need access to the documents uploaded by applicants or if they need to manage the uploaded documents, clone the Vehicle and Asset Lending for Partners permission set, and assign all the user permissions. If the dealers don't need access to the documents uploaded by applicants or if they don't need to manage the uploaded documents, clone the Vehicle and Asset Lending for Partners permission set, and unassign the User license to access IntelligentDocumentAutomation in Financial Services Cloud and User license to access the Document Checklist features user permissions. If the dealers don't need access to personal sensitive information such as the applicant's credit score, risk summary, and screening steps, unassign the Identity Verification and Screening User user permission. If dealers need to search and select vehicle models while rehashing proposals, assign the 'Criteria-Based Search and Filter for Experience Cloud' permission set to the dealer who rehashes the deal. If dealers need to use the Funding Workbench Console, clone the Vehicle and Asset Lending for Partners permission set and assign it to the partner user. Enable object permissions for viewing fields on Document Decision Requirement, Application Form Product, and Application Action Item records on this permission set as well as enable Use Funding Workbench for Automotive Finance as Partner user and User license to access the Document Checklist features system permissions.
Underwriters	Vehicle and Asset Lending Salesforce Pricing Run Time User Product Catalog Management Viewer Context Service Runtime OmniStudio User Rule Engine Runtime Stage Management User	Clone the Vehicle and Asset Lending permission set and assign the Use Vehicle and Asset Lending Underwriter Console user permission to all underwriter users.
Agents	Vehicle and Asset Lending for Agents Context Service Runtime OmniStudio User Product Catalog Management Viewer Rule Engine Runtime Salesforce Pricing Run Time User Stage Management User	Clone the Vehicle and Asset Lending for Agents permission set, and make sure you assign the Use Vehicle and Asset Agent-Assisted Application user permission so that they can use the app specifically designed for captive finance agents.
Customers	Vehicle and Asset Lending for Customers OmniStudio for Runtime Communities Product Catalog Management Customer Community User Rule Engine Runtime Salesforce Pricing Run Time User Stage Management User	If the customers need access to the documents uploaded during intake or if they need to manage the uploaded documents, clone the Vehicle and Asset Lending for Customers permission set, and assign all the user permissions. If the customers don't need access to the documents uploaded during intake or if they don't need to manage the uploaded documents, clone the Vehicle and Asset Lending for Customers permission set, and unassign the User license to access IntelligentDocumentAutomation in Financial Services Cloud and User license to access the Document Checklist features user permissions. If the customers don't need access to personal sensitive information such as the applicant's credit score, risk summary, and screening steps, unassign the Identity Verification and Screening User user permission.
Funding Analysts	Vehicle and Asset Lending Stage Management User	Assign the Vehicle and Asset Lending with the 'Use Funding Workbench for Automotive Finance' system permission enabled, and Document Checklist permission set to users. Also assign the Stage Management User permission.