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Set Up Initiate Vehicle First Notice of Loss as a Self-Service Process

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Set Up Initiate Vehicle First Notice of Loss as a Self-Service Process

Configure a self-service portal by using the Financial Services Client Portal template and give your customer community users a self-guided process to submit an Initiate Vehicle First Notice of Loss request.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
User Permissions Needed
To set up the Initiate Vehicle First Notice of Loss self-service process: Customize Application

Before you begin, Set Up and Configure the Initiate Vehicle First Notice of Loss Service Process.

  1. On the Financial Services Client portal, configure the Initiate Vehicle First Notice of Loss service process for self service.
  2. Assign user permissions to access Named Credentials and External Credentials.
    1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
    2. Edit the cloned community user profile.
    3. In the Administrative Permissions section, select Allows users to modify Named Credentials and External Credentials.
    4. Save your changes.
 
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