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            Configure Field-Level Security for Complaint Intake Service Process

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            3. Financial Services Cloud Admin Guide

            Configure Field-Level Security for Complaint Intake Service Process

            Give your customers access to the appropriate fields that they need for using the complaint intake process.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To set field-level security:

            Manage Profiles and Permission Sets

            AND

            Customize Application
            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, and click Set Field-Level Security.
            5. Select Visible for the profiles using the complaint intake process.
            6. Deselect Read-Only for the profiles using the complaint intake process.
            7. Save your changes.
            8. Complete these steps for Account Name and Financial Account fields on the Case object.
             
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