Assign Permission Sets to Portal Users
To let your customers access the complaint intake process on the Financial Services Client Portal, create and assign relevant user permissions.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled |
| User Permissions Needed | |
|---|---|
| To create permission sets: | Manage Profiles and Permission Sets |
| To assign permission sets: | Assign Permission Sets |
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Create a permission set.
- From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
- Click New.
- Provide a name for the permission set, for example, Runtime Access for Self-Service Process.
- For License, select OmniStudio Runtime for Communities, and then save your changes.
- Under System, click System Permissions, and then click Edit.
- Select Enables consumers and partners to execute OmniScripts, DRs, Cards through a Community or off platform, and then save your changes.
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Assign permission sets.
- From Setup, in the Quick Find box, enter Users, and then select Users.
- Click a user who’s assigned one of the customer community profiles.
- In Permission Set Assignments, click Edit Assignments.
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From Available Permission Sets, select the permission set that you created and an
appropriate user profile permission set.
For example, if the customer user profile is Customer Community, select Financial Services For Customer Community permission set.
- Click Add.
- Save your changes.
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