Tildel tilladelser til CRM Analytics-appen til klagestyring
Gør det muligt for brugere at oprette, redigere og se CRM Analytics-appen for klagestyring ved at tildele de relevante tilladelser.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition, hvor Financial Services Cloud er aktiveret
Brugertilladelser påkrævet
Hvis du vil tildele tilladelsessæt:
Tildel tilladelsessæt
OG
Vis opsætning og konfiguration
Skriv Brugere i feltet Find hurtigt i Opsætning, og vælg derefter Brugere.
Klik på den profil, du redigerer.
Klik på Tilladelsessættildelinger, og klik derefter på Rediger tildelinger.
Vælg tilladelsessættet RI for Fins Admin.
Bemærk Du kan kun se tilladelsessættet RI for Fins Admin, hvis du har aktiveret RevenueIntelligenceFins-licensen i din organisation.
Vælg enten Financial Services Cloud-udvidelse eller FSC Service-tilladelsessæt for integrationsbrugere.
Klik på Tilføj, og klik derefter på Gem.
Gentag disse trin for alle brugere, der opretter, redigerer og får vist Analytics-appen for klagestyring.
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