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Configure Field-Level Security
Give your portal users access to the fields that they need for using the prebuilt insurance service processes on the Insurance Client Portal.
| REQUIRED EDITIONS |
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled with FSC Insurance add-on. |
| USER PERMISSIONS NEEDED | |
| To set field-level security: | Manage Profiles and Permission Sets AND Customize Application |
- In Setup, go to Object Manager.
- Locate each object listed in this task, and click Fields & Relationships.
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For each object and field, update the field-level security as shown in this table for the profiles that use the insurance service processes.
OBJECT FIELD FIELD-LEVEL SECURITY Case Account Name For the profiles using the insurance service processes, select Visible and deselect Read Only. Case Source
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