Tildel tilladelsessæt til portalbrugere Hvis du vil give dine kunder adgang til klageindhentningsprocessen på Financial Services-klientportalen, skal du oprette og tildele relevante brugertilladelser.
Opsæt et delingssæt for klageindhentning Giv dine Financial Services Client Portal-brugere adgang til registreringer ved brug af delingssæt. Et delingssæt giver portalbrugere adgang til en registrering, der er tilknyttet en konto eller kontakt, der matcher brugerens konto eller kontakt. Du kan tildele adgang til registreringer gennem adgangstilknytning, som definerer adgang for hvert objekt i delingssættet.
Opsæt delingsregler for klageindhentning Brug delingsregler til at udvide delingsadgang til dine portalbrugere. Delingsregler giver portalbrugere større adgang ved at foretage automatiske undtagelser i dine delingsindstillinger for hele organisationen. Tilføj delingsregler for at give dine portalbrugere adgang til relevante registreringer, som de har brug for, når de indsender en klage.
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