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            Create an Advisor Partner User to Access Financial Services Cloud Experience Cloud Site

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Create an Advisor Partner User to Access Financial Services Cloud Experience Cloud Site

            Configure a contact as an advisor partner user so that the contact can access the Financial Services Cloud Experience Cloud site.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Before you can configure a contact as an advisor partner user, the owner of the contact record must have a role assigned.

            Note
            Note Complete these steps in Salesforce Classic.
            1. Assign a role to the owner of the contact record.
              1. From Setup, enter user in Quick Find, then select Users | Users.
              2. Next to the owner of the contact record, click Edit.
              3. From the General Information section, select a role, such as CEO.
              4. Save your changes.
            2. Enable the contact and the contact’s related account as external partner users.
              Note
              Note The contact must have a standard related account.
              1. From the contact record page, click the account name in Related Accounts.
              2. Select Manage External User | Enable Partner User.
              3. From the New User page, in the General Information section, select the Partner Community user license and Advisor Partner Community profile.
                Note
                Note Community user licenses and profiles are used in Experience Cloud sites.
              4. Save your changes.
              5. From the contact record page, select Manage External User | Enable Partner User.
              6. From the New User page, in the General Information section, select the Partner Community user license and Advisor Partner Community profile.
                Note
                Note Community user licenses and profiles are used in Experience Cloud sites.
              7. Save your changes.
            3. Assign a permission set.
              1. From the contact’s user page, click Permission Set Assignments and then click Edit Assignments.
              2. From Available Permission Sets, select Advisor Partner Community then click Add.
              3. Save your changes.
                If the site is activated, an email is sent to the advisor partner user with site access information.

            Next, you can configure Financial Services Cloud Lightning components in your site with Experience Builder.

            See Also

             
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