Step 4: Grant Permission to Use the Named Credential

1. In Setup, find and select Permission Sets.
2. On the Permission Sets page, select the permission set where you added the external credential principal access in Step 2: Configure Your Permission Set.
3. On the Permission Set page, click Manage Assignments.
4. On the Current Assignments page, click Add Assignment.
5. On the Select Users to Assign page, select the check boxes of the appropriate users and click Next.
6. On the Select an Expiration Option For Assigned Users page, set a time limit for the permission set if required and click Assign.
7. On the Assignment Summary page, click Done.

Note: Users of the AI function also require the Altify permission set.