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            Create and Assign Mortgage User Profiles

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Create and Assign Mortgage User Profiles

            Create loan officer and underwriter profiles to give your users appropriate access to mortgage objects and document checklist items.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, in the Quick Find box, enter Profiles, then select Profiles.
            2. On the Profiles page, clone the Standard User profile.
            3. On the Clone Profile page, enter Loan Officer for the cloned profile name and save.
            4. From Setup, select Users | Users.
            5. Click Edit next to the user that you want to assign the loan officer profile to.
            6. On the User Edit page, select the loan officer profile from the Profile drop-down list and click Save.
            7. From Setup, in the Quick Find box, enter Profiles, then select Profiles.
            8. On the Profiles page, clone the Standard User profile.
            9. On the Clone Profile page, enter Underwriter for the cloned profile name and save.
            10. From Setup, select User | User.
            11. Click Edit next to the user that you want to assign the underwriter profile to.
            12. On the User Edit page, select the underwriter profile from the Profile drop-down list and click Save.
             
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