Tildele tillatelser for prosessen Start automatisk overføring av kundekontotjeneste
For å bruke tjenesten Initiere automatisk overføring av kundekontoer tildeler du de relevante tillatelsene til brukerne.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Professional, Enterprise og Unlimited Edition der Financial Services Cloud er aktivert
Nødvendige brukertillatelser
For å tildele tillatelsessett til brukere:
Tildele tillatelsessett
OG
Vise oppsett og konfigurasjon
Skriv inn Brukere i Hurtigsøk-feltet i Oppsett, og klikk deretter på Brukere.
Velg en bruker.
Klikk på Rediger tildelinger under Tildelinger av tillatelsessettlisenser.
Velg Industry Service Excellence, Industry Service Process, Omnistudio User og Financial Services Cloud Extension eller FSC Service eller Financial Services Cloud Standard.
Lagre endringene.
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