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Enable Advisor Partner Community Permissions
Enable required permissions and field-level security settings for the Advisor Partner Community User profile so independent advisors can access Financial Services Cloud features.
Financial Services Cloud provides an Advisor Partner Community permission set. Make sure to assign both the Advisor Partner Community User profile and the Advisor Partner Community permission set to your independent advisors.
You can edit the Advisor Partner Community User profile because you created it. You can’t edit the Advisor Partner Community permission set. If you want to add permissions to the Advisor Partner Community permission set, create another permission set for the extra permissions. Keeping them separate helps ensure that future upgrades to the Advisor Partner Community permission set don’t affect your additions.
- From Setup, enter Profiles in Quick Find, then select Profiles.
- Click Advisor Partner Community User or Advisor Partner Community Login User.
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Enable these permissions.
- Import Leads
- Manage Leads
- Transfer Cases
- Transfer Leads
- Save your changes.
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Set field permissions for the Type field in the Task object. Depending
on which interface you’re using, do one of the following:
- Permission sets or enhanced profile user interface—In Find Settings..., enter Task and select Tasks from the list. Edit the task and enable Read and Edit for the Type field.
- Original profile user interface—In the Field-Level Security section, select View next to Task. Edit the task and enable Read and Edit for the Type field.
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Verify the record type settings for these objects.
- Events include and default to Advisor Event
- Leads include General and Retirement Planning and defaults to Retirement Planning
- Opportunities include General, Retirement Planning, and Opportunity (Wallet Share) and defaults to Opportunity (Wallet Share)
- Tasks include and defaults to Advisor Task
