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            Create User Profiles for Other User Personas in Financial Services Cloud

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            3. Financial Services Cloud Admin Guide

            Create User Profiles for Other User Personas in Financial Services Cloud

            Create profiles to define the permissions and field-level security settings for other users in your organization.

            Required Editions

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

            Start by cloning the Standard User profile.

            1. From Setup, enter Profiles in Quick Find, then select Profiles.
            2. Clone the Standard User profile.
            3. Give the profile a name to identify the type of user, such as Teller or Client Associate.
            4. Save your changes.
            5. Click Edit to update the permissions and field-level security as needed.
            6. Save your changes.
              You can now create new users based on this profile.
             
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