---
schema_version: "1"
id: fd3c2424917e57807913933687aa3a19b70bc7e83ca41f7387dc8d35a2fe7856
title: Assign Branch Management 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_branch_perms.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_branch_perms.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0d77b16eeb875fd646349a9ae755854b29384104b9d75485230f9d4084fe875d
description: Ensure that users can access and use Branch Management features by creating and assigning permission sets.
products:
  - Financial Services
release: "264"
---
# Assign Branch Management Permissions to Users

Ensure that users can access and use Branch Management 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 where Financial Services Cloud is enabled</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 Branch Management in Financial Services Cloud** permission is enabled by default if your organization has the Financial Services Cloud Extension permission set.

1. Create a permission set with the 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 Branch Management.
    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 Branch Management in Financial Services Cloud** permission.
    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 Branch Management**.
    3. Click **Manage Assignments**, and then click **Add Assignments**.
    4. Select the checkbox for each user who will use branch management features, 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)
- [_Salesforce Help_: Agentforce Financial Services Permission Set Licenses](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_permsetlicense.htm&type=5&language=en_US)