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            Create a Customer Community User Profile to Access Financial Services Cloud Client Portal

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            3. Financial Services Cloud Admin Guide

            Create a Customer Community User Profile to Access Financial Services Cloud Client Portal

            To control access to the Financial Services Cloud features, create a profile for portal users with the appropriate permissions by cloning a community user profile.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled
            User Permissions Needed
            To create profiles: Manage Profiles and Permission Sets
            1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
            2. Next to the user profile that maps to your customer community license, click Clone.
              If your community license is Customer Community, then select either Customer Community User or Customer Community Login User as the user profile. If your community license is Customer Community Plus, select either Customer Community Plus User or Customer Community Plus Login User as the user profile.
            3. Enter a name for the cloned profile, for example Banking Customer Community User, and then save your changes.
              This cloned profile becomes the baseline that grants your portal users access to Financial Services Cloud features.
             
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