Konfigurere rapport og erstatte kort som en selvbetjeningsprosess for Retail Banking
Konfigurer en selvbetjeningsportal ved å bruke malen Financial Services-klientportal, og gi kundefellesskapets brukere en selvstyrt prosess for å rapportere kort og be om en erstatning.
Nødvendige utgaver
Nødvendige brukertillatelser
For å konfigurere selvbetjeningsprosessen Rapporter og erstatt kort:
Tildele brukertillatelser for tilgang til navngitte legitimasjoner og eksterne legitimasjoner
Skriv inn Profiler i Hurtigsøk-feltet i Oppsett, og velg og deretter Profiler.
Rediger den klonede fellesskapsbrukerprofilen.
Velg Tillater brukere å endre navngitte legitimasjoner og eksterne legitimasjoner under Administrative tillatelser.
Lagre endringene.
Hjalp denne artikkelen med å løse problemet ditt?
La oss få vite det slik at vi kan forbedre!
Laster
Salesforce Help | Article
Cookie Consent Manager
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.