Assign the Teller Access Permission Set (Managed Package)
Create a teller user profile and a teller user before assigning the Teller Access permission set.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
This is a Financial Services Cloud managed package feature.
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- Click New Profile.
- For Existing Profile select Standard User.
- Enter a profile a name, such as Teller.
- Save your changes.
- From Setup, in the Quick Find box, enter Users, and then select Users.
- Click the user to be assigned the teller profile.
- Click Edit, and set Profile to Teller.
- Save your changes.
- Under Permission Set Assignments, click Edit Assignments.
-
Assign the Financial Services Cloud Basic and Teller Access permission
sets.
Note If tellers perform associate-level or higher tasks, you can assign Financial Services Cloud Standard permissions in place of Financial Services Cloud Basic. - Save your changes.
Here’s an overview of the Teller Access permission set.
| Objects | Access |
|---|---|
| Account Account Relationship | Read, Create, Edit |
| Alerts | Read, Edit, Delete, View All Records, Modify All Records |
| Assets and Liabilities | Read |
| Billing Statements | Read |
| Cards | Read |
| Charges and Fees | Read |
| Contact Contact Relationship | Read, Create, Edit |
| Education | Read, Edit, Delete |
| Employment | Read |
| Financial Account Roles | Read |
| Financial Accounts | Read |
| Financial Account Transactions | Read |
| Financial Goals | Read |
| Financial Holdings | Read |
| Identification Documents | Read |
| Life Events | Read |
| Reciprocal Roles | Read |
| Revenues | Read |
| Rollup By Lookup Configurations | Read |
| Rollup By Lookup Filter Criteria | Read |
| Securities | Read |
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