1. Financial Services Cloud Configurations Guide
  2. User Management
  3. Creating Operator
  4. Configuring Login for an Operator

Configuring Login for an Operator

To configure login for an Operator, follow this procedure:
  1. From the Application Navigation, select Entitlements and then select Employee.
  2. Select View All.
  3. From the list of operators, select More Options and select Go to Details.
  4. Expand Login and you will see the message You haven't setup the login yet. Click on pencil icon to to create/update one.
  5. Select Edit Login and enter Login Name.
  6. Select Continue.
You will receive an email with Activation Link. Select the link in the email to create a new password. Once the operator sets the password, they can log in to OFSC application using their credentials.