Configurar permisos para solicitudes de préstamos residenciales
Proporcione a los usuarios de su portal los permisos necesarios para enviar una solicitud de préstamo residencial y cargar documentos requeridos.
Ediciones necesarias
Disponible en: Lightning Experience en Professional Edition, Enterprise Edition y Unlimited Edition donde la licencia Financial Services Cloud está activada
Permisos de usuario necesarios
Para crear perfiles:
Gestionar perfiles y conjuntos de permisos
Cree un perfil de comunidad de clientes con acceso a objetos hipotecarios y elementos de lista de comprobación de documentos.
Asigne el perfil de prestatario a los usuarios de su portal.
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