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启用客户社区权限以访问 Financial Services Cloud
启用客户社区只读权限集,以提供客户站点用户访问 Financial Services Cloud 所需的权限和字段级安全设置。
按照以下步骤启用客户社区只读权限集:
- 从“设置”中,在快速查找中输入管理用户,然后选择用户。
- 选择用户名。
- 选择权限集分配相关列表。
- 单击编辑分配。
- 在可用权限集中,选择客户社区只读,并将其添加到启用的权限集中。
- 保存更改。
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使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
启用客户社区只读权限集,以提供客户站点用户访问 Financial Services Cloud 所需的权限和字段级安全设置。
按照以下步骤启用客户社区只读权限集:
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