Opret en personlig bankprofil (administreret pakke)
Opret en personlig bankbrugerprofil for at definere tilladelser og sikkerhedsindstillinger på feltniveau for alle personlige bankbrugerbrugere.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition
Bemærk Hvis du vil opsætte profiler for andre bankmedarbejdere, skal du oprette profiler og redigere tilladelserne, så de giver det rette adgangsniveau.
Dette er en funktion i en administreret Financial Services Cloud-pakke.
Skriv Profiler i feltet Find hurtigt i Opsætning, og vælg derefter Profiler.
Klik på Ny.
Fra listen Eksisterende profil skal du vælge Standardbruger.
Indtast et profilnavn, f.eks. Personal Banker.
Gem dine ændringer.
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