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            Assign Complaint Management Permissions to Users

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Assign Complaint Management Permissions to Users

            To use the complaint intake process, assign relevant permissions to your users.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To assign permission sets:

            Assign Permission Sets

            AND

            View Setup and Configuration
            To set field-level security:

            Manage Profiles and Permission Sets

            AND

            Customize Application
            1. Assign permission sets.
              1. From Setup, in the Quick Find box, enter Users, and then select Users.
              2. Click a user’s name.
              3. In Permission Set Assignments, click Edit Assignments.
              4. From Available Permission Sets, select and add OmniStudio User, Financial Services Cloud Basic, or Financial Services Cloud Standard, or Financial Services Cloud Extension permission sets.
              5. Save your changes.
            2. Set field-level security for the Case object.
              1. In Setup, go to Object Manager.
              2. In the Quick Find box, enter Case, and select Case.
              3. Select Fields & Relationships.
              4. Select Case Source.
              5. Click Set Field-Level Security.
              6. For the profiles using the complaint intake process, select Visible and deselect Read-Only.
              7. Save your changes.
            3. Similarly, set the field-level security for these fields on the Public Complaint object.
              Field
              Account
              Cause Subtype
              Cause Type
              Compensation Amount
              Complainant Authorized
              Complaint Case
              Description
              Escalation Cause
              Financial Account
              Incident Date
              Include In Regulatory Report
              Priority
              Product Type
              Received Date
              Source Type
              Status
              Subject
              Subtype
              Type
            4. Similarly, set the field-level security for these fields on the Case Participant object.
              Field
              Authorization Proof
              Case
              Created By
              Last Modified By
              Last Modified Date
              Name
              Participant
              Preferred Communication Mode
              Preferred Contact End Time
              Preferred Contact Start Time
              Role
              Status
            5. Assign object permissions.
              1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
              2. Click the profile that you’re editing, and click Edit.
              3. Under Standard Object Permissions, locate the Public Complaint object and assign the Read, Create, Edit, and View All Records permissions.
              4. Repeat these steps for the Case Participant and Document Checklist Items objects.
              5. Under Custom Object Permissions, locate the Contact-Contact Relation object and assign the Create and Read permissions.
              6. Save your changes.
              7. Repeat these steps for other profiles that are relevant for complaint intake or fulfillment.
             
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