Tilføj kommercielle bankbruger, og tildel tilladelsessæt (administreret pakke)
Tilføj Commercial Banker-brugere, og tildel dem profilen Relationship Manager (Relationsmanager) og de relaterede tilladelsessæt. Brugere skal have disse indstillinger for at få adgang til Financial Services Cloud.
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Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition, hvor Financial Services Cloud er aktiveret
Dette er en funktion i en administreret Financial Services Cloud-pakke.
Skriv Brugere i Find hurtigt i Opsætning, og vælg derefter Brugere.
Klik på Ny bruger. Angiv brugerens oplysninger, og tildel vedkommende Salesforce-brugerlicensen og derefter profilen Relationsmanager.
Gem dine ændringer.
Klik på Rediger tildelinger under Tilladelsessættildelinger.
Under Tilgængelige tilladelsessæt skal du føje tilladelsessættene Financial Services Cloud Standard og Relationship Manager Access til Aktiverede tilladelsessæt.
Gem dine ændringer.
Du kan bruge undersæt af Commercial Banking-funktioner for andre brugere, f.eks. lånehjælp. Se Financial Services Cloud-administratorvejledningen for at få flere oplysninger om, hvordan du opsætter disse brugere.
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