---
schema_version: "1"
id: a7eba057c9747af55b88f146b5bcf4ab41f768e8c52a4ffdb84dd7d416c72fef
title: Grant Access to Branch Management Objects
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_branch_grant_access_to_objects.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_branch_grant_access_to_objects.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c082abb032f6836aaff3899d9c360ed464ad4e9cbf070183fa3a8e2016894922
description: To create and edit branch units and related records, users need access to branch management objects.
products:
  - Financial Services
release: "264"
---
# Grant Access to Branch Management Objects

To create and edit branch units and related records, users need access to branch management objects.

### 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>

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:

1. From Setup, enter Profiles in Quick Find, then select **Profiles**.
2. Click the **Edit** link next to the profile you want to change.
3. 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**.
4. Repeat this step for **Branch Unit Business Members, Branch Unit Customers,** and **Branch Unit Related Records**.
5. 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.
6. Repeat steps 2 through 6 for any other user profiles you want to change.

#### See Also

- [_Salesforce Help_: Edit Object Permissions in Profiles](https://help.salesforce.com/articleView?id=perm_sets_object_perms_edit.htm&language=en_US)