Skapa en Financial Advisor Profile (Hanterat paket)
Skapa en Financial Advisor-profil för att definiera behörigheter och inställningar för fältnivåsäkerhet för alla förmögenhetsförvaltare.
Versioner som krävs
Tillgängliga i: Lightning Experience
Tillgängliga i: Professional, Enterprise och Unlimited Edition
Detta är en funktion i det hanterade paketet Financial Services Cloud.
I Inställningar, i rutan Snabbsökning, skriv Profiler och välj sedan Profiler.
Klicka på Ny.
Från listan Befintlig profil, välj Standardanvändare.
Ange ett profilnamn, till exempel Ekonomisk rådgivare.
Spara dina ändringar.
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