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            Grant Users Access to the Portal

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Grant Users Access to the Portal

            To access the features available in the portal, users need the Financial Services Community User permission set.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, in the Quick Find box, enter Users, and then select Users.
            2. Click the user that you want to give permissions to.
            3. Under Permission Set Assignments, click Edit Assignments.
            4. Under Available Permission Sets, select Financial Services Community User, and then click Add.
            5. Save your changes.
              Note
              Note Assigning the Financial Services Community User permission set automatically assigns the user a Financial Services Community permission set license. The permission set also grants the user access to the objects and components in the portal. However, it doesn’t give any permissions on the objects. You give users create, read, edit, and delete permissions on the objects through user profiles or permission sets.
              Tip
              Tip The default profiles in the Financial Services Cloud don’t have permissions on the insurance objects. To use these profiles for portal users, grant them create, read, edit, and delete permissions on the insurance objects.
             
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