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Assign Permissions to Taxpayer Portal Users
Assign the permission set license and permission sets that taxpayer community users need to access the taxpayer portal.
Required Editions
| View supported product editions. |
| User Permissions Needed | |
|---|---|
| To assign permission sets and groups: | Manage Profiles and permission sets AND Assign permission sets |
Before you assign permissions, make sure that the taxpayer portal site is created. See Create the Taxpayer Portal Site.
Each taxpayer portal user needs a permission set license and two permission sets to access the portal and interact with the Agentforce agent. Assign these permissions to users individually or through your org's user provisioning process.
- From Setup, in the Quick Find box, enter Users, and then select Users.
- Select a portal user.
- In the Permission Set License Assignments section, click Edit Assignments.
- Assign Public Sector Tax and Revenue for External Community, and then click Save.
- In the Permission Set Assignments section, click Edit Assignments.
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Assign these permission sets, and then click Save.
- Prompt Template User. Required for AI-powered features in the portal.
- Public Sector Tax and Revenue for External Community. Grants access to the taxpayer portal and its data.
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Make sure that each portal user has access to the Tax and Revenue data space in Data
360.
- From Setup, in the Quick Find box, enter Data Spaces, and then select Data Spaces.
- Open the data space you created for tax and revenue.
- Click Data Cloud Space Management, click Edit, and confirm that the portal user’s permission set is selected.
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