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            Update the Partner Community Login Profiles for Financial Intermediaries

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            3. Financial Services Cloud Admin Guide

            Update the Partner Community Login Profiles for Financial Intermediaries

            Establish a security foundation for intermediaries by configuring the Partner Community Login profile for financial intermediaries. Grant permissions, such as Discovery Framework and Omnistudio, to let intermediary employees use guided Omniscripts for registration and loan intake. Align profile settings with object functionality to let intermediaries manage business processes in your Experience Cloud site.

            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

            Update the object permissions and field access. Create and update the object permissions for the Financial Intermediaries Partner Community profile for Intermediary Firm and Employees.

            1. From Setup, find and select Profile.
            2. Click Clone next to a permission set for Partner Community Login.
            3. If your community license is Partner Community, then select Partner Community User as the user profile. If your community license is Partner Community Plus, then select Partner Community Plus User as the user profile.
            4. Enter a label for your permission set, such as Financial Intermediaries for Partner Community Login.
            5. Clear the API name field and then tab to the next field, so the API name fills in automatically.
            6. (Optional) Change the Description field if desired.
            7. Click Save.
            8. In the Profile list, click the name of the profile, and click Edit.
            9. In the General User Permissions section, select:
              • Access Application Form-Related Functionality
              • Discovery Framework Platform User
              • Enables consumers and partners to run Omniscripts, Data Mappers, and Flexcards through a community or off platform
              • Digital Lending User
              • Identity Verification and Screening User
              • User license to access IntelligentDocumentAutomation in the Financial Services Cloud.
              • User license to access the Document Checklist features.
              • Run Decision Tables
              • Run Expression Sets

            Create profiles for Intermediary Admin, Intermediary Employee Limited Access, Intermediary Relation Management Limited Access, Loan Originator, and Loan Processor and assign the relevant user permissions.

             
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