---
schema_version: "1"
id: 564f8ba29db5ab5c17cc72c28d6ef612d418d69dcb6e6b3a69f4f51a3fab5f1c
title: Assign Permissions to Users
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_assoc_engine_perms.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_assoc_engine_perms.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6bcff505c72c735542cd8c1715a6fea5b8b6c01d3f4cd6e7747f588e72d15cc7
description: Ensure that users can access and use Record Association Builder features by creating and assigning permission sets.
products:
  - Financial Services
release: "264"
---
# Assign Permissions to Users

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

### 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>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-financial_services-264-0-0-production-enus/bbbfcd84-ccb2-4c2c-bf0e-04dbacfadfb4/images/icon_note.png)

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-financial_services-264-0-0-production-enus/bbbfcd84-ccb2-4c2c-bf0e-04dbacfadfb4/images/icon_note.png)
        
        Note You can only assign a permission set license to active users.

#### See Also

- [_Salesforce Help_: Licenses Overview](https://help.salesforce.com/articleView?id=users_licenses_overview.htm&language=en_US)
- [Agentforce Financial Services Permission Set Licenses](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_permsetlicense.htm&type=5&language=en_US)