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            Assign Digital Lending Profile to Experience Cloud Site Users

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Assign Digital Lending Profile to Experience Cloud Site Users

            Give your clients the ability to self-register to apply for loans using a self-serve experience.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To set up Digital Lending: Digital Lending permission set
            To configure Experience Cloud for Digital Lending:

            Rule Engine Designer

            AND

            OmniStudio Admin

            AND

            Compliant Data Sharing Manager

            AND

            Document Checklist

            AND

            Product Catalog Management Designer

            AND

            Product Discovery Admin

            AND

            Salesforce Pricing Admin

            AND

            Salesforce Pricing Design Time User
            To use Experience Cloud for Digital Lending:

            OmniStudio User

            AND

            Rule Engine Runtime

            AND

            Product Catalog Management Viewer

            AND

            Product Discovery User

            AND

            Salesforce Pricing Runtime User
            1. From Setup, in the Quick Find box, enter Digital Experience, and then select All Sites.
            2. Select the site you created in Configure the Digital Lending Experience Cloud Template.
            3. Click the Workspace icon next to the home tab, then click Administration.
            4. Click Members.
              1. In Select Profiles, select Customer.
              2. In Available Profiles, select the profile configured in the previous topic and move it to Selected Profiles.
              3. Save your changes.
            5. Click Login & Registration.
              1. From Login Page Setup, select Login Page Type Experience Builder Page, and then select the login page you created.
              2. In Registration Page Configuration, select Allow customers and partners to self-register.
              3. In Registration Page Type, select Experience Builder Page, then select the registration page you created in Configure the Digital Lending Experience Cloud Template.
              4. Save your changes.

            See Also

             
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