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            Configure User Profile Permissions

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            3. Financial Services Cloud Managed Package Installation Guide

            Configure User Profile Permissions

            Enable the required permissions and a field-level security setting for the user profiles, including the System Administrator profile. You can edit profiles that you created and mapped to the packaged profiles. However, you can’t change the packaged Advisor Access, Personal Banker Access, and Relationship Manager Access permission sets. If you want to add or remove permissions, clone the packaged permission and modify the new version.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Make edits to the profiles that you created or cloned, not to the Standard User profile. The Standard User profile doesn’t have access to packaged features.

            1. From Setup, enter Profiles in the Quick Find box, and then select Profiles.
            2. Click Advisor:
              1. In the Field-Level Security section, select View next to Task. Edit the task, and enable read access for the Type field.
              2. In the Field-Level Security section, select View next to Event. Edit the event, and enable read access for the Type field.
              3. In the Record Type Setting section, verify the Events defaults to Advisor Event, Leads defaults to Person Referrals, Opportunities defaults to Opportunity (Wallet Share), and Tasks defaults to Advisor Task.
              4. In the Administrative Permissions section, enable the View Dashboards in Public Folders and View Reports in Public Folders permissions.
              5. In the General User Permissions section, enable the Drag-and-Drop Dashboard Builder, Edit Case Comments, Import Leads, Manage Cases, Manage Leads, Transfer Cases, Transfer Leads, and View My Team’s Dashboards permissions.
            3. Click Personal Banker:
              1. In the Field-Level Security section, select View next to Task. Edit the task, and enable read access for the Type field.
              2. In the Record Type Setting section, for Standard Record Type Settings, ensure that Leads defaults to Person Referrals, Leads defaults to Person Referrals, Opportunities include the Opportunity (Wallet Share), and defaults to General, and Task is set to Master.
              3. In the Record Type Setting sections, for Customer Record Type Setting, verify whether Billing Statements include Credit and Debit, and defaults to Credit.
            4. Click System Administrator:
              1. In the Field-Level Security section, select View next to Task. Edit the task, and enable read access for the Type field.
              2. In the Record Type Setting section, ensure that Events defaults to Advisor Event., Leads defaults to Person Referrals, Opportunities defaults to Opportunity (Wallet Share), and Tasks defaults to Advisor Task
             
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