Konfigurera en självbetjäningsportal genom att använda mallen Financial Services Client Portal och ge dina användare i kunddiskussionsgruppen en självstyrd process för att överföra pengar till sina konton.
| Användarbehörigheter som krävs för att | |
|---|---|
| Konfigurera självbetjäningsprocessen Överför resurser till eget konto: | Anpassa program |
Innan du börjar, se till att du konfigurerar serviceprocessen Överför resurser till eget konto. Se Konfigurera överföring av resurser till egen kontoserviceprocess.
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