---
schema_version: "1"
id: c5ee8c3047b7ce64e584b4b6a71034848350a81a32a35febf314c67ddbf1899f
title: Assign User Access for Financial Services Initial Setup
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_assign_user_access_fncl_svcs_intl_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_assign_user_access_fncl_svcs_intl_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 462550e023cd64c2a38eeb5524808d4e025454f323f0351386c9e192fcd9d435
description: After you turn on Financial Services Initial Setup, assign the permission set licenses to the admins and users who set up and use Agentforce Financial Services.
products:
  - Financial Services
release: "264"
---
# Assign User Access for Financial Services Initial Setup

After you turn on Financial Services Initial Setup, assign the permission set licenses to the admins and users who set up and use Agentforce Financial Services.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></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> and <strong>Unlimited</strong> Editions with Agentforce Financial Services</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d276131e67">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d276131e67 ">To assign permission set licenses:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d276131e67 ">
              <p>Manage Users</p>
              <p style="margin-bottom:0;">AND</p>
              <p style="margin-bottom:0;">Assign Permission Sets</p>
            </td>

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

Assign these permission set licenses to your admins and users based on the access each one grants.

 
| Permission Set License | Grants |
| --- | --- |
| Financial Services Cloud Standard | Standard access to Agentforce Financial Services features. |
| Financial Services Cloud Extension | Additional Agentforce Financial Services capabilities. |
| FSC Service | Access to service features. |
| FSC Sales | Access to sales features. |
| Financial Services Cloud EUOZ | Access for EU and Australia operating zones. |

1. From the Setup gear icon, select **Salesforce Go**, and then search for **Financial Services Initial Setup**. Or, from the Home page, select **Financial Services**, and then find it under **Get Started**.
2. In the Complete the Required Steps section, find **Manage User Access**, and then click **Manage**.
3. In the Manage Financial Services Initial Setup User Access window, under Assign Permission Sets to Users, select the tab for the permission set license that you want to assign.
4. Select the users, and then click **Assign**.
5. To finish, click **Done**.