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.
Set Up a Sharing Set for Complaint Intake Give your Financial Services Client Portal users access to records using sharing sets. A sharing set grants portal users access to a record associated with an account or contact that matches the user’s account or contact. You can grant access to records through access mapping, which defines access for each object in the sharing set.
Set Up Sharing Rules for Complaint Intake Use sharing rules to extend sharing access to your portal users. Sharing rules give portal users greater access by making automatic exceptions to your org-wide sharing settings. Add sharing rules to give your portal users access to relevant records that they need when submitting a complaint.
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