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            Create an Advisor Partner Site User Profile

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

            Create an Advisor Partner Site User Profile

            Create a profile for independent advisors by cloning the Partner Community User profile. This cloned profile becomes the baseline that grants independent advisors access to Financial Services Cloud features.

            Note
            Note Community user licenses and profiles are used in Experience Cloud sites.
            1. From Setup, enter Profiles in the Quick Find box, then select Profiles.
            2. Next to the Partner Community User profile or Partner Community Login User profile, click Clone.
              The user profile is based on your community user license.
            3. Give it a name, such as Advisor Partner Community User or Advisor Partner Community Login User.
            4. Save your changes.
             
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