---
schema_version: "1"
id: 2d17f9bbdc2af917d67f266123e61ff3b5822e6f7e340416df73de10a450eef8
title: Permissions for Vehicle and Asset Lending
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_finance_lending_setup_permissions.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_finance_lending_setup_permissions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a2f2bb6ff77183c300a68f8a07d8d360b4a7e2bc043439f0dc921d079047f4b3
description: Review the permissions you must assign to users for using Vehicle and Asset Lending.
products:
  - Automotive
release: "264"
---
# Permissions for Vehicle and Asset Lending

Review the permissions you must assign to users for using Vehicle and Asset Lending.

### Required Editions

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

## 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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d126994e75">Roles and Responsibilities</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d126994e78">Permission Sets</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d126994e81">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Roles and Responsibilities" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e75 ">Financial managers who set up products, categories, and pricing rules</td>

            <td data-label="Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e78 ">
              <ul>
                <li>Product Catalog Management Designer</li>

                <li>Salesforce Pricing Admin</li>

                <li>Salesforce Pricing Manager</li>

                <li>Omnistudio Admin</li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e81 ">Assign the Salesforce Pricing Admin and Salesforce Pricing Manager permission
              sets to give access to design and extend context definitions and business
              rules.</td>

          </tr>
          <tr class="">
            <td data-label="Roles and Responsibilities" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e75 ">Financial managers who need to manage applications and review related
              records</td>

            <td data-label="Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e78 ">Vehicle and Asset Lending</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e81 ">Clone the Vehicle and Asset Lending permission set and assign the Use Vehicle
              and Asset Lending Underwriter Console user permission to all underwriter
              users.</td>

          </tr>
          <tr class="">
            <td data-label="Roles and Responsibilities" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e75 ">Financial managers who perform applicant screening and credit checks</td>

            <td data-label="Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e78 ">Vehicle And Asset Lending</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e81 ">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.</td>

          </tr>
          <tr class="">
            <td data-label="Roles and Responsibilities" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e75 ">Financial managers who need to set up the Funding Workbench Console for funding
              analysts and dealers</td>

            <td data-label="Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e78 ">
              <ul>
                <li>Vehicle and Asset Lending</li>

                <li>Stage Management User</li>

                <li>Stage Management Design User</li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e81 ">
              <ul>
                <li>Clone the Vehicle and Asset Lending permission set, select the 'Use Funding
                  Workbench for Automotive Finance' to access the Funding Workbench Console.</li>

                <li>Make sure to also have the Stage Management User and Stage Management Design
                  User permissions.</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Roles and Responsibilities" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e75 ">Partners</td>

            <td data-label="Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e78 ">
              <ul>
                <li>Vehicle and Asset Lending for Partners</li>

                <li>Salesforce Pricing Run Time User</li>

                <li>Product Catalog Management Partner Community User</li>

                <li>Context Service Runtime</li>

                <li>Inventory Search for Experience Cloud</li>

                <li>OmniStudio User</li>

                <li>OmniStudio for Runtime Communities</li>

                <li>Product Catalog Management Viewer</li>

                <li>Rule Engine Runtime</li>

                <li>Salesforce Pricing Run Time User</li>

                <li>Stage Management User</li>

                <li>Criteria-Based Search and Filter for Experience Cloud</li>

                <li>Document Checklist</li>

                <li>Industries Assessment</li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e81 "><a name="auto_finance_lending_setup_permissions__ul_s4l_cc2_zcc"><!-- --></a>
              <ul id="auto_finance_lending_setup_permissions__ul_s4l_cc2_zcc">
                <li>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.</li>

                <li>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.</li>

                <li>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.</li>

                <li>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.</li>

                <li>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.</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Roles and Responsibilities" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e75 ">Underwriters</td>

            <td data-label="Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e78 ">
              <ul>
                <li>Vehicle and Asset Lending</li>

                <li>Salesforce Pricing Run Time User</li>

                <li>Product Catalog Management Viewer</li>

                <li>Context Service Runtime</li>

                <li>OmniStudio User</li>

                <li>Rule Engine Runtime</li>

                <li>Stage Management User</li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e81 ">Clone the Vehicle and Asset Lending permission set and assign the Use Vehicle
              and Asset Lending Underwriter Console user permission to all underwriter
              users.</td>

          </tr>
          <tr class="">
            <td data-label="Roles and Responsibilities" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e75 ">Agents</td>

            <td data-label="Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e78 ">
              <ul>
                <li>Vehicle and Asset Lending for Agents</li>

                <li>Context Service Runtime</li>

                <li>OmniStudio User</li>

                <li>Product Catalog Management Viewer</li>

                <li>Rule Engine Runtime</li>

                <li>Salesforce Pricing Run Time User </li>

                <li>Stage Management User</li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e81 ">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.</td>

          </tr>
          <tr class="">
            <td data-label="Roles and Responsibilities" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e75 ">Customers</td>

            <td data-label="Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e78 ">
              <ul>
                <li>Vehicle and Asset Lending for Customers</li>

                <li>OmniStudio for Runtime Communities</li>

                <li>Product Catalog Management Customer Community User</li>

                <li>Rule Engine Runtime</li>

                <li>Salesforce Pricing Run Time User</li>

                <li>Stage Management User</li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e81 "><a name="auto_finance_lending_setup_permissions__ul_zpr_bd2_zcc"><!-- --></a>
              <ul id="auto_finance_lending_setup_permissions__ul_zpr_bd2_zcc">
                <li>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.</li>

                <li>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.</li>

                <li>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.</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Roles and Responsibilities" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e75 ">Funding Analysts</td>

            <td data-label="Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e78 ">
              <ul>
                <li>Vehicle and Asset Lending</li>

                <li>Stage Management User</li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d126994e81 ">
              <ul>
                <li>Assign the Vehicle and Asset Lending with the 'Use Funding Workbench for
                  Automotive Finance' system permission enabled, and Document Checklist permission
                  set to users.</li>

                <li>Also assign the Stage Management User permission.</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>