Legge til personlige bankbrukere for Retail Banking (administrert pakke)
Legg til Personal Banker-brukere, og tildel dem Personal Banker-profilen og de relaterte tillatelsessettene. Brukere må ha disse innstillingene for å få tilgang til Financial Services Cloud.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Professional, Enterprise og Unlimited Edition
Dette er en funksjon i den administrerte pakken Financial Services Cloud.
Skriv inn Brukere i Hurtigsøk under Oppsett, og velg deretter Brukere.
Klikk på Ny bruker. Skriv inn brukerens detaljer og tildel dem Salesforce-brukerlisensen og deretter profilen Personlig bankansvarlig.
Lagre endringene.
Klikk på Rediger tildelinger under Tillatelsessettildelinger.
Under Tilgjengelige tillatelsessett legger du til tillatelsessettene Financial Services Cloud Standard og Personal Banker Access i Aktiverte tillatelsessett.
Lagre endringene.
Du kan bruke delsett av Retail Banking for andre brukere, som tellere.
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