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Assign a Permission Set to Portal Users
Create and assign a permission set for portal users to grant the license and permissions they need to access the Insurance Policyholder Portal.
| REQUIRED EDITIONS |
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled with FSC Insurance add-on. |
| USER PERMISSIONS NEEDED | |
| To create permission sets: | Manage Profiles and Permission Sets |
| To assign permission sets: | Assign Permission Sets |
- From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
- Click New.
- Provide a name for the permission set, for example, FSC Insurance.
- For License, select FSC Insurance, and then save your changes.
- From Setup, in the Quick Find box, enter Users, and then select Users.
- Click a user who’s assigned one of the customer community profiles.
- In Permission Set Assignments, click Edit Assignments.
- From Available Permission Sets, select the permission set that you created and an appropriate user profile permission set. For example, if the customer user profile is Customer Community Plus Login User, select FSC Insurance as the user profile permission set.
- Click Add.
- Save your changes.
- Create an OmniStudio permission set for your portal users. See Create an OmniStudio Permission Set for Standard Experience Users.
- Assign the OmniStudio permissions set to your portal users. See Assign the OmniStudio Permission Set or Group to Standard Experience Site Users.
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