Grant Portal Users Required User and Object Permissions

Grant your portal users the needed user and object permissions to create service requests, schedule appointments, and browse knowledge articles in the Insurance Policyholder Portal.

1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
2. Edit the cloned community user profile.
3. Configure these object permissions.

   OBJECT LEVEL	ACCESS LEVEL
   Accounts	Read
   Cases	Read, Edit, and Create
   Claim	Read
   Claim Participant	Read
   Claim Item	Read
   Claim Coverage	Read
   Claim Coverage Payment Details	Read
   Claim Coverage Reserve Adjustments	Read
   Claim Coverage Reserve Adjustment Layout	Read
   Claim Coverage Reserve Details	Read
   Claim Payment Summaries	Read
   Contacts	Read
   Document Checklist Items	Read, Edit, and Create
   Engagement Channel Type	Read
   Insurance Policy	Read, Create
   Insurance Policy Coverages	Read, Create
   Insurance Policy Participant	Read, Create
   Insurance Policy Asset	Read, Create
   Insurance Policy Member Asset	Read, Create
   Omni Data Transformations	Read
   Omni Data Transformations Items	Read
   Omni Processes	Read
   Omni Process Compilations	Read
   Omni Process Elements	Read
   Omni UI Cards	Read
   Operating Hours	Read
   Service Catalog Requests	Read, Edit, and Create
   Service Resources	Read
   Service Territories	Read
   Shifts	Read
   Survey Invitations	Read
   Survey Responses	Read, Edit, and Create
   Surveys	Read

4. Save your changes.
5. Update field-level security for the Case Source field on the Case object.
   1. In Setup, go to Object Manager.
   2. In the Quick Find box, enter Case, and select Case.
   3. Select Fields & Relationships.
   4. Select Case Source.
   5. Click Set Field-Level Security.
   6. For the cloned community user profile, select Visible and deselect Read-Only.
   7. Save your changes.