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Configure un portal de autoservicio utilizando la plantilla Portal de clientes de Financial Services y proporcione a los usuarios de su comunidad de clientes un proceso autoguiado para gestionar instrucciones permanentes.
| Permisos de usuario necesarios | |
|---|---|
| Para configurar el proceso de autoservicio Gestionar instrucciones permanentes: | Personalizar aplicación |
Antes de empezar, asegúrese de configurar el proceso de servicio Gestionar instrucciones permanentes. Consulte Configurar y configurar el proceso de servicio Gestionar instrucciones permanentes.
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