To create and edit branch units and related records, users need access to branch management objects.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled |
To use branch management features a user needs access to branch management objects, including Branch Unit, Branch Unit Business Member, Branch Unit Customer, and Branch Unit Related Record. If the Banker object is used as the business member for branches, users need access to that object too.
To validate or grant a user’s access levels for the branch management objects:
- From Setup, enter Profiles in Quick Find, then select Profiles.
- Click the Edit link next to the profile you want to change.
- In Standard Object Permissions, validate that this profile has Read, Create, Edit, and Delete permissions to the Branch Unit object. If not, grant those permissions and click Save.
- Repeat this step for Branch Unit Business Members, Branch Unit Customers, and Branch Unit Related Records.
- If your org uses Banker as the business member object for branch assignments, validate that this profile has Read, Create, Edit, and Delete permissions to the Banker object. If not, grant those permissions and click Save. If your org uses a different object for the business member relationship, grant permissions for that object instead.
- Repeat steps 2 through 6 for any other user profiles you want to change.