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为 Retail Banking 添加个人银行家用户(受管软件包)
添加个人银行家用户,并为其分配个人银行家简档和相关权限集。用户必须拥有这些设置才能访问 Financial Services Cloud。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
添加个人银行家用户,并为其分配个人银行家简档和相关权限集。用户必须拥有这些设置才能访问 Financial Services Cloud。
| 适用于:Lightning Experience |
| 适用于:Professional、Enterprise 和 Unlimited Edition |
这是 Financial Services Cloud 受管软件包功能。
您可以将 Retail Banking 功能的子集用于其他用户,例如出纳员。

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