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Assign Permissions to Users

Ensure that users can access and use Record Association Builder features by creating and assigning permission sets.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
Note
Note The User license to access Record Association Builder in Financial Services Cloud and User license to access Branch Management in Financial Services Cloud permissions are enabled by default if your organization has the Financial Services Cloud Extension permission set.
  1. Create a permission set with the Record Association Builder and Branch Management permissions enabled.
    1. From Setup, in the Quick Find box, enter Permission Sets, and then click Permission Sets.
    2. Click Clone next to the Financial Services Cloud Extension permission set.
    3. Enter a label for your permission set, such as FSC with Record Association Builder.
    4. Clear the API name field and then tab to the next field, so the API name fills in automatically.
    5. (Optional) Change the Description field if desired.
    6. Click Save.
    7. In the Permission Sets list, click the name of the permission set you just created to edit it.
    8. Click the System Permissions link.
    9. Click Edit.
    10. Enable the User license to access Record Association Builder in Financial Services Cloud and User license to access Branch Management in Financial Services Cloud permissions.
    11. Click Save.
  2. Assign the permission set to users.
    1. From Setup, in the Quick Find box, enter Permission Sets, and then click Permission Sets.
    2. Click the name of the permission set that you created earlier, such as FSC with Record Association Builder.
    3. Click Manage Assignments, and then click Add Assignments.
    4. Select the checkbox for each user who will use Record Association Builder, and then click Assign.
      Note
      Note You can only assign a permission set license to active users.

See Also