---
schema_version: "1"
id: b581e57109d39f5224ee47e2613e057eea16735d04f54c7a53221732f8b455fb
title: Add Personal Banker Users for Retail Banking (Managed Package)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_add_banker_users.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_add_banker_users.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 22432d8a094059ba132b3f94e9773499c23164e76b1b9b1c77b1d5989f04ab4c
description: Add Personal Banker users and assign them the Personal Banker profile and the related permission sets. Users must have these settings to access Agentforce Financial Services.
products:
  - Financial Services
release: "264"
---
# Add Personal Banker Users for Retail Banking (Managed Package)

Add Personal Banker users and assign them the Personal Banker profile and the related permission sets. Users must have these settings to access Agentforce Financial Services.

### 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>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

![Managed Package Icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-financial_services-264-0-0-production-enus/bbbfcd84-ccb2-4c2c-bf0e-04dbacfadfb4/financial_services/images/fsc_managedpackage_icon.png) _This is a Financial Services Cloud managed package feature._

1. From Setup, enter Users in Quick Find, then select **Users**.
2. Click **New User**. Enter the user’s details and assign them the Salesforce user license and then the **Personal Banker** profile.
3. Save your changes.
4. Under Permission Set Assignments, click **Edit Assignments**.
5. Under Available Permission Sets, add the Financial Services Cloud Standard and Personal Banker Access permission sets to Enabled Permission Sets.
6. Save your changes.
    
    You can use subsets of the Retail Banking features for other users, such as tellers.