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Set Up Manage Standing Instructions as a Self-Service Process for Retail Banking

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Set Up Manage Standing Instructions as a Self-Service Process for Retail Banking

Configure a self-service portal by using the Financial Services Client Portal template and give your customer community users a self-guided process for managing standing instructions.

Required Editions

User Permissions Needed
To set up the Manage Standing Instructions self-service process: Customize Application

Before you begin, make sure that you set up the Manage Standing Instructions service process. See Set Up and Configure the Manage Standing Instructions Service Process.

  1. Configure the Manage Standing Instructions service process for self-service on the Financial Services Client Portal. Complete all steps in the Configure Self-Service for Standard Retail Banking Service Processes topic.
  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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