Assign Permissions to Taxpayer Portal Users

Assign the permission set license and permission sets that taxpayer community users need to access the taxpayer portal.

Required Editions

User Permissions Needed
To assign permission sets and groups:	Manage Profiles and permission sets AND Assign permission sets

Before you assign permissions, create the taxpayer portal site. See Create the Taxpayer Portal Site. Also, create the Account, Contact, and Identity Document records for each user first. See Register Taxpayer Portal Users.

Each taxpayer portal user needs a permission set license and two permission sets to access the portal and interact with the Agentforce agent. Assign these permissions to users individually or through your org's user provisioning process.

From Setup, in the Quick Find box, enter Users, and then select Users.
Select a portal user.
In the Permission Set License Assignments section, click Edit Assignments.
Assign PublicSectorTaxRevenueCmtyPsl, and then click Save.
In the Permission Set Assignments section, click Edit Assignments.
Assign these permission sets, and then click Save.
- Prompt Template User. Required for AI-powered features in the portal.
- Public Sector Tax and Revenue for Community Users. Grants access to the taxpayer portal and its data.
- Agentforce for Public Sector Community. Grants access to the Tax and Revenue Advocate agent.
Give the community permission set access to the Tax and Revenue data space in Data 360.
1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
2. Select Public Sector Tax and Revenue for Community Users.
3. Click Data Cloud Data Space Management, click Edit, select the tax data space, and then click Save.