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            Assign Permissions for the Report First Notice of Loss for Homeowners Service Process

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            Assign Permissions for the Report First Notice of Loss for Homeowners Service Process

            To use the Report First Notice of Loss for Homeowners service process, assign the relevant permissions to your users.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To assign permission sets to users:

            Assign Permission Sets

            AND

            View Setup and Configuration
            1. Assign permission set licenses.
              1. From Setup, in the Quick Find box, enter Users, and then select Users.
              2. In the list view, click the user’s name to view the user details page.
              3. Scroll down to the Permission Set Assignments section, and then click Edit Assignments.
              4. Select Industry Service Excellence, Industries Service Process, Omnistudio User, and Financial Services Cloud Extension or FSC Service or Financial Services Cloud Standard permission sets, and then click Add.
              5. Save your changes.
                Make sure to set default record type for users by checking the box next to the Account object.
            2. Configure field-level security for the Case Source field on the Case object.
              1. In Setup, go to Object Manager.
              2. In the Quick Find box, enter Case, and then select Case.
              3. Select Fields & Relationships.
              4. Select Case Source, and click Set Field-Level Security.
              5. Select Visible and deselect Read-Only for the profiles.
              6. Save your changes.
            3. Update object permissions.
              1. In Setup, in the Quick Find box, enter Profiles, and then select Profiles.
              2. Click Edit.
              3. In Standard Object Permissions, select Read, Create, Edit, Delete, and View All Records for Document Checklist Items object.
              4. Save your changes.
              5. Complete these steps for Insurance Policy, Claims, Insurance Policy Assets, Claim Participants objects.
             
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