Opret en finansiel rådgiverprofil (administreret pakke)
Opret en finansiel rådgiverprofil for at definere tilladelser og sikkerhedsindstillinger på feltniveau for alle formueansvarlige.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition
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.
Angiv et profilnavn, f.eks. Finansiel rådgiver.
Gem dine ændringer.
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