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Enable Customer Community Permissions to Access Financial Services Cloud
Enable the Customer Community Read Only permission set to provide the permissions and field-level security settings that customer site users need to access Financial Services Cloud.
Note Community user profiles are used in Experience Cloud sites.
Follow these steps to enable the Customer Community Read Only permission set:
- From Setup, enter Manage Users in Quick Find, then select Users.
- Select a user name.
- Select the Permission Set Assignments related list.
- Click Edit Assignments.
- Select Customer Community Read Only in Available Permission Sets and add it to Enabled Permission Sets.
- Save your changes.
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Tip To assign permission sets to multiple users, from Setup, enter
Permission Sets in Quick Find, then select Permission Sets and then select the relevant
permission set. When you’re ready to assign the permission set to customer site users,
select Manage Assignments.
Note You can’t edit the Customer Community Read Only
permission set. If you want to grant additional permissions, create a new permission set and
use it with the Customer Community Read Only permission set; any future upgrades to the
out-of-the box permission set is applied. If you want to remove permissions, clone the
Customer Community Read Only permission set and then make the required
changes.
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