Add Permission Set for Portal User

  1. From Setup, enter permission in the Quick Find box, then select Permission Sets.

  2. Click New.

  3. In Label, enter a name for the permission set.

  4. Click Save.

  5. Grant the minimum permissions for the portal.

    Refer to the FX Customer Self-Service Minimum Permissions article to view the minimum permissions required to use the portal.

  6. Continue with Enable Partner Accounts.

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