You are here:
Grant Portal Users Required User and Object Permissions
Grant your portal users the needed user and object permissions to create service requests, schedule appointments, and browse knowledge articles in the Insurance Policyholder 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 edit object permissions and to set field-level security: | Manage Profiles and Permission Sets AND Customize Application |
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- Edit the cloned community user profile.
-
Configure these object permissions.
OBJECT LEVEL ACCESS LEVEL Accounts Read Cases Read, Edit, and Create Claim Read Claim Participant Read Claim Item Read Claim Coverage Read Claim Coverage Payment Details Read Claim Coverage Reserve Adjustments Read Claim Coverage Reserve Adjustment Layout Read Claim Coverage Reserve Details Read Claim Payment Summaries Read Contacts Read Document Checklist Items Read, Edit, and Create Engagement Channel Type Read Insurance Policy Read, Create Insurance Policy Coverages Read, Create Insurance Policy Participant Read, Create Insurance Policy Asset Read, Create Insurance Policy Member Asset Read, Create Omni Data Transformations Read Omni Data Transformations Items Read Omni Processes Read Omni Process Compilations Read Omni Process Elements Read Omni UI Cards Read Operating Hours Read Service Catalog Requests Read, Edit, and Create Service Resources Read Service Territories Read Shifts Read Survey Invitations Read Survey Responses Read, Edit, and Create Surveys Read - Save your changes.
-
Update field-level security for the Case Source field on the Case object.
- In Setup, go to Object Manager.
- In the Quick Find box, enter Case, and select Case.
- Select Fields & Relationships.
- Select Case Source.
- Click Set Field-Level Security.
- For the cloned community user profile, select Visible and deselect Read-Only.
- Save your changes.
Did this article solve your issue?
Let us know so we can improve!
