Create a Customer Community User Profile for Complaint Intake Process
To control access to Financial Services Cloud features, create a profile for portal users with the appropriate permissions by cloning a community user profile.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled |
| User Permissions Needed | |
|---|---|
| To create profiles: | Manage Profiles and Permission Sets |
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- Locate the user profile that maps to your customer community license, and click Clone.
- Enter a name for the cloned profile, for example, Banking Customer Community User, and save your changes.
- On the Profile Edit page, click Edit.
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Configure these object permissions.
Object Access level Decision Matrices Read Decision Matrix Columns Read Decision Matrix Rows Read Decision Matrix Versions Read Expression Sets Read Expression Set Steps Read Expression Set Step Relationships Read Expression Set Variables Read Expression Set Versions Read Omni Data Transformation Read Omni Data Transformation Item Read Omni Electronic Signature Template Read Omni Process Read Omni Process Compilation Read Omni Process Element Read Omni Process Transient Data Read Omni UI Card Read Financial Account Read Document checklist Items Read Public Complaint Read and Create - Save your changes.
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