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Assign Permissions Sets to Portal Users
Create and assign permission sets to your portal users to grant the license and permissions that they require to access the Insurance Client Portal and the prebuilt insurance service processes.
| 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 profiles: | Manage Profiles and Permission Sets |
| To assign permission sets: | Assign Permission Sets |
- Create and assign permission sets to portal users to grant the permissions that they require to access the Insurance Client Portal.
- Create an Omnistudio permission set for your portal users.
- Assign the Omnistudio permission set to your portal users.
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