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为抵押贷款记录创建共享集
使用共享集授予 Experience Cloud 站点用户对抵押记录的访问权限。共享集授予站点用户访问与用户客户或联系人匹配的客户或联系人相关联的任何记录的权限。例如,授予站点用户对与用户联系人记录上标识的客户相关的所有住宅贷款申请记录的访问权限。

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选择更少的筛选器,并扩大搜索范围。
使用共享集授予 Experience Cloud 站点用户对抵押记录的访问权限。共享集授予站点用户访问与用户客户或联系人匹配的客户或联系人相关联的任何记录的权限。例如,授予站点用户对与用户联系人记录上标识的客户相关的所有住宅贷款申请记录的访问权限。
| 适用于:Lightning Experience |
| 适用于:Professional、Enterprise 和 Unlimited Edition |
对于要授予访问权限的抵押对象,请按照创建共享集中的步骤进行操作。您可以将共享集与这些对象一起使用:

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