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            Assign Permissions Sets to Portal Users for Retail Banking Service Process

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            3. Financial Services Cloud Admin Guide

            Assign Permissions Sets to Portal Users for Retail Banking Service Process

            Create and assign permission sets to your portal users to grant the license and permissions they need to access the Financial Services Client Portal and the pre-built retail banking service processes.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To create permission sets: Manage Profiles and Permission Sets
            To assign permission sets: Assign Permission Sets
            1. Create and assign permission sets to portal users to grant the permissions they need to access the Financial Services Client Portal. See Assign a Permission Set to Portal Users.
            2. Create an OmniStudio permission set for your portal users. See Create an OmniStudio Permission Set for Standard Experience Users.
            3. Assign the OmniStudio permissions set to your portal users. See Assign the OmniStudio Permission Set or Group to Standard Experience Site Users.

            See Also

             
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