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            Configure User Permissions to Ask a Question

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

            Configure User Permissions to Ask a Question

            Give your portal users the necessary permissions to post a question about a topic and start a discussion in the Financial Services Client portal. Your portal users can use the Ask a Question feature on the portal to post questions.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled
            User Permissions Needed
            To update field-level security and to edit system permissions:

            Manage Profiles and Permission Sets

            AND

            Customize Application
            1. Update the field-level security for Account Number, Balance, and Status fields on the Financial Account object.
              1. In Setup, go to Object Manager.
              2. In the Quick Find box, enter Financial Account, and select Financial Account.
              3. Select Fields & Relationships.
              4. Select Account Number.
              5. Click Set Field-Level Security.
              6. For the cloned community user profile, select Visible and deselect Read-Only.
              7. Save your changes.
              8. Repeat these steps for the Balance and Status fields on the Financial Account object.
            2. Update the cloned community user profile.
              1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
              2. Select the cloned community user profile.
              3. Under System, select System Permissions and click Edit.
              4. Next to Assign Topics, select Enabled.
              5. Save your changes.
             
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