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Set Up Request Insurance Proof as a Self-Service Process

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Set Up Request Insurance Proof as a Self-Service Process

Give your customer community users a self-guided process for requesting you to provide the proof of insurance by configuring a self-service portal from the Financial Services Client Portal template.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
User Permissions Needed
To set up the Request Insurance Proof self-service process: Customize Application

Before you begin, make sure that you set up the Request Insurance Proof service process. See Setup and Configure the Request Insurance Proof Service Process.

  1. Configure the Update Email or Phone service process for self-service on the Financial Services Client Portal. Complete all steps for configuring self-service for standard retail banking service processes.
  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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