Update the Financial Services For Partner Community Login Permission Set
Grant external partners access to digital lending records by customizing the Financial Services for Partner Community Login permission set. Define permissions that let intermediary employees manage onboarding applications, upload documentation, and complete assessment questions.
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 |
- From Setup, find and select Permission Sets.
- Click Clone next to a permission set for Partner Community Login.
-
Enter a label for your permission set.
Such as Financial Services for Partner Community Login.
- Clear the API name field and then tab to the next field, so the API name fills in automatically.
- (Optional) Change the Description field if desired.
- Click Save.
- In the Permission Sets list, click the name of the permission set you just created to edit it.
- Click Object Settings, and then click Edit.
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Update the object permissions, and then save your changes.
Objects with parent child relationships inherit access from the parent object.
Base Object Permissions for all Intermediary Employees
Object Access Level Applicant-Applicant Relations Read, Write, Edit, Delete, View All Fields Applicants Read, Write, Edit, Delete, View All Fields Application Action Items Read, Write, Edit, View All Fields Application Form Products Read, View All Fields Application Forms Read, Edit, View All Fields Document Checklist Items Read, Write, Edit, Delete, View All Fields Party Profiles Read, Write, Edit, Delete, View All Fields Party Profile Addresses Read, Write, Edit, View All Fields Person Employments Read, Write, Edit, Delete, View All Fields Assessment Read, Write, Edit, View All Fields Assessment Questions Read, View All Fields Assessment Question Version Read, View All Fields Assessment Question Response Read, Write, Edit, View All Fields Authorization Forms Read, View All Fields Authorization Form Consents Read, Write, View All Fields Authorization Form Data Uses Read, View All Fields Authorization Form Texts Read, View All Fields Business Licenses Read, Write, Edit, View All Fields Data Use Purposes Read, View All Fields Info Authorization Requests Read, Write, Edit, View All Fields Multiparty Information Authorization Requests Read, Write, Edit, View All Fields Omni Data Transformations Read, View All Fields Omni Data Transformation Items Read, View All Fields Omni Processes Read, View All Fields Omni Process Compilations Read, View All Fields Omni Process Elements Read, View All Fields Omni Process Transient Data Read, View All Fields Omni UI Cards Read, View All Fields
