Create a Personal Banker Profile (Managed Package)

Create a Personal Banker profile to define the permissions and field-level security settings for all personal banker users.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

Note To set up profiles for other bank employees, create profiles and modify the permissions to provide the appropriate level of access.

Managed Package Icon This is a Financial Services Cloud managed package feature.

From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
Click New.
From the Existing Profile list, select Standard User.
Enter a profile name, such as Personal Banker.
Save your changes.

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