Configureer een selfserviceportal met behulp van de sjabloon Client Portal van Financial Services en geef uw klantcommunitygebruikers een zelfstandig proces om begunstigden toe te voegen of te wijzigen.
| Beschikbaar in: Lightning Experience |
| Beschikbaar in: Professional, Enterprise en Unlimited Edition waarin Financial Services Cloud is ingeschakeld |
| Benodigde gebruikersmachtigingen | |
|---|---|
| Het selfserviceproces Begunstigden beheren instellen: | Toepassing aanpassen |
Voordat u begint, Set-up en configuratie van het Begunstigdenserviceproces beheren.
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