Enable Personal Banker Profile Permissions (Managed Package)
Enable the permissions and field-level security setting for the Personal Banker profile.
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.
-
Select the Personal Banker profile, click
Edit, and update the following:
- Under Custom App Settings:
- Enable the Retail Banking Console app and set it as the default.
- Under Tab Settings, Custom Tab Settings:
- Education: Default Off
- Employment: Default Off
- Financial holdings: Default Off
- Identification documents: Default Off
- Securities: Default Off
- Under Administrative Permissions:
- Enable View Dashboards in Public Folders
- Enable View Reports in Public Folders
- Under General User Permissions:
- Enable: Manage Leads
- Enable: Report Builder
- Enable: Transfer Leads
- Enable: View My Team's Dashboards
- Under Custom App Settings:
- Save your changes.
- Under Field-Level Security, select View next to Task. Edit the task and enable read access for the Type field. Save your changes and go back to the profile.
-
Under Record Type Settings, verify the following:
- Contact defaults to Individuals.
- Events includes Advisor Event and defaults to Advisor Event.
- Leads includes Referral and defaults to Referral.
- Billing Statements includes Credit and Debit and defaults to Credit.
- Financial Account Types include Auto Loan, Checking Account, Credit Card, HELOC, Loan Account, Mortgage, Savings Account, and General Account, and defaults to Checking Account.
- Opportunities defaults to General.
- Tasks includes Advisor Task and defaults to Advisor Task.
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