Grant Portal Users Required User and Object Permissions
Grant your portal users the needed user and object permissions to create service requests, schedule appointments, submit surveys, browse knowledge articles, and submit loan applications in the Financial Services Client Portal.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled |
| User Permissions Needed | |
|---|---|
| To edit object permissions and to set field-level security: | Manage Profiles and Permission Sets AND Customize Application |
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- Edit the cloned community user profile.
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Under General User Permissions, enable Run Flows.
This permission enables your portal users to run Salesforce Scheduler flow for scheduling appointments in the Financial Services Client Portal.
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Configure these object permissions.
OBJECT LEVEL ACCESS LEVEL Accounts Read Appointment Categories Read Appointment Topic Time Slots Read Cases Read, Edit, and Create Contacts Read Decision Matrices Read Document Checklist Items Read, Edit, and Create Engagement Channel Type Read Expression Sets Read Financial Accounts Read Loan Application Properties Read Omni Data Transformations Read Omni Data Transformation Items Read Omni Processes Read Omni Process Compilations Read Omni Process Elements Read Omni UI Cards Read Operating Hours Read Residential Loan Applications Read, Edit, and Create Service Appointments Read, Edit, and Create Service Catalog Requests Read, Edit, and Create Service Resources Read Service Territories Read Shifts Read Survey Invitations Read Survey Responses Read, Edit, and Create Surveys Read Work Types Read Work Type Groups Read - Save your changes.
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Update field-level security for the Case Source field on the Case object.
- In Setup, go to Object Manager.
- In the Quick Find box, enter Case, and select Case.
- Select Fields & Relationships.
- Select Case Source.
- Click Set Field-Level Security.
- For the cloned community user profile, select Visible and deselect Read-Only.
- Save your changes.
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