---
schema_version: "1"
id: a4df26089f1aa18a55be08d15de2ae645309b7bcabf072903529fd7bcd497315
title: Configure User Permissions for Asset Finance Management for Customers
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_genai_asset_fin_mgmt_for_cust_perms.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_genai_asset_fin_mgmt_for_cust_perms.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 81b2ff047181b17baf8cee0ac260d7f5d28e5d5d2c781e9d41cd5e8e70b9eb85
description: Assign the required permissions to users for enabling the Asset Finance Management for Customers agent.
products:
  - Automotive
release: "264"
---
# Configure User Permissions for Asset Finance Management for Customers

Assign the required permissions to users for enabling the Asset Finance Management for Customers agent.

### 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>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d48797e75">User Permissions Needed</th>
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        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d48797e75 ">To assign permission sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d48797e75 ">
              <p>Assign Permission Sets</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View Setup and Configuration</p>
            </td>

          </tr>
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      </table>

1. Assign permission set licenses.
    1. From Setup, in the Quick Find box, enter Users, and then select **Users**.
    2. Select the **Einstein Service Agent** user.
    3. In the Permission Set Assignments related list, click **Edit Assignments**.
    4. Under Available Permission Sets, select **Automotive Foundation User, Einstein for Automotive, Industry Service Excellence, Vehicle and Asset Finance Foundation, Vehicle and Asset Finance Foundation for Experience Cloud** permission sets for the logged in user, such as the partner or customer community plus user, and then click **Add**.
        
        Add the **Asset Finance Service Agent** permission set instead of the **Vehicle and Asset Finance Foundation for Experience Cloud** permission set for the users who are not logged in, such as guest users.
    5. Save your changes.
2. Assign object permissions.
    1. From Setup, in the Quick Find box, enter Profiles, and then select **Profiles**.
    2. Select the **Einstein Agent User** profile that you're editing, and click **Edit**.
    3. Confirm the assigned user license is Einstein Agent and that the assigned profile is **Einstein Agent User**.
    4. Under Standard Object Permissions, locate these objects and assign the Read, Create, Edit, and View All Records permissions.
        
        - Financial Account
        - Financial Account Party
        - Financial Account Transaction
        - Financial Account Balance
        - Fund Transfer Request
        - Case
        - Account
        - Contact
        - Address
        - Service Catalog Request
        - Service Catalog Item Dependency
        - Expression Set (Required only for the Fee Reversal service process)
        - Dispute
        - Dispute Item
    5. Locate these objects and assign the Read and View All Records permissions.
        
        - Omni Process
        - Omni Data Transform
        - Omni Data Transformation Items
        - Omni Process Elements
        - Dispute Reason
        - Async Request Response Event
3. Enable sharing settings.
    1. In Setup, search for and select **Sharing Settings**.
    2. Click **Edit**.
    3. Enable Sharing of these entities for the Einstein User or the Community User.
        
        See [Sharing Rules](https://help.salesforce.com/s/articleView?id=platform.security_about_sharing_rules.htm&type=5&language=en_US).
        
        - Financial Account
        - Financial Account Party
        - Financial Account Transaction
        - Financial Account Balance
        - Fund Transfer Request
        - Omni Process
        - Omni Data Transform
        - Case
        - Account
        - Contact
        - Service Catalog Request
        - Expression Set (Required only for the Fee Reversal service process)
        - Dispute
        - Dispute Item
        - Dispute Reason
        - Public Complaint