---
schema_version: "1"
id: dcfdc2337b117c78236dfc34bf2f395f6ff2f37a7386daa4ec410c5952ed4899
title: Add Commercial Banker Users and Assign Permission Sets (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_commercial_banking_users.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_add_commercial_banking_users.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 066f62f09c79723e0595bbd4fbbe3318e468f1dd592a63e58b81986541cebd3f
description: Add Commercial Banker users and assign them the Relationship Manager profile and the related permission sets. Users must have these settings to access Agentforce Financial Services.
products:
  - Financial Services
release: "264"
---
# Add Commercial Banker Users and Assign Permission Sets (Managed Package)

Add Commercial Banker users and assign them the Relationship Manager 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 where Financial Services Cloud is enabled</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 **Relationship Manager** 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 Relationship Manager Access permission sets to Enabled Permission Sets.
6. Save your changes.
    
    You can use subsets of the Commercial Banking features for other users, such as lending assistance. See the [Agentforce Financial Services Administrator Guide](https://help.salesforce.com/s/articleView?id=ind.fsc_admin.htm&language=en_US) for details on how to set up these users.