Assign a Permission Set to Portal Users

Create and assign a permission set for portal users to grant the license and permissions they need to access the Financial Services Client Portal.

Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled

User Permissions Needed
To create permission sets:	Manage Profiles and Permission Sets
To assign permission sets:	Assign Permission Sets

From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
Click New.
Provide a name for the permission set, for example Customer Access.
For License, select Financial Services for Customer Community, and then save your changes.
From Setup, in the Quick Find box, enter Users, and then select Users.
Click a user who’s assigned one of the customer community profiles.
In Permission Set Assignments, click Edit Assignments.
From Available Permission Sets, select the permission set that you created and an appropriate user profile permission set.
For example, if the customer user profile is Customer Community, select Financial Services For Customer Community as the user profile permission set.
Click Add.
Save your changes.

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