---
schema_version: "1"
id: eb84b661358f2b8a6a89aef17e5ff0ab4d6ce7ef2cbd2c94d8f4f0d6c128d27e
title: Clone and Assign Permissions Sets for Collections and Recovery Portal
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/collections_community_user_profiles_permissions.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_community_user_profiles_permissions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 10a9d9585796a895bbcc21cc666bbb78b35fc58e30c33d8c684351b811e58c88
description: To control access to the Collections and Recovery features, create a profile for portal users with the appropriate permissions by cloning a community user profile. Assign object permissions. Clone the Collections and Recovery for Experience Cloud permission set and assign it to your portal users. This permission set gives the portal users the license and permissions to access the Collections and Recovery Portal and the prebuilt quick actions and flows.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Clone and Assign Permissions Sets for Collections and Recovery Portal

To control access to the Collections and Recovery features, create a profile for portal users with the appropriate permissions by cloning a community user profile. Assign object permissions. Clone the Collections and Recovery for Experience Cloud permission set and assign it to your portal users. This permission set gives the portal users the license and permissions to access the Collections and Recovery Portal and the prebuilt quick actions and flows.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <a href="https://help.salesforce.com/s/articleView?id=ind.collections_editions_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products, editions, and permissions for Collections. Then learn how your product handles permissions and how to assign them.">View product and edition availability.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col>
          <col>
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d4488e68">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4488e68 ">To create profiles:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4488e68 ">Manage Profiles and Permission Sets</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4488e68 ">To clone and assign permission sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4488e68 ">
              <p>Assign Permission Sets</p>
              <p>AND</p>
              <p>View Setup and
                Configuration</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Collections and Recovery Admin</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4488e68 ">To assign standard object permissions: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4488e68 ">Financial Services For Partner Community</td>

          </tr>
        </tbody>
      </table>

Before you begin, make sure that you have [set up Collections and Recovery](https://help.salesforce.com/s/articleView?id=ind.collections_setup.htm&language=en_US).

1. Create a partner community user profile.
    1. From Setup, in the Quick Find box, enter Profiles, and then select **Profiles**.
    2. Next to the user profile that maps to your partner community license, click **Clone**.
    3. Enter a name for the cloned profile, for example Collections and Recovery Partner Community User, and then save your changes.
        
        This cloned profile becomes the baseline that grants your portal users access to Collections and Recovery features.
2. Assign the relevant object permissions to the partner community user profile that you created earlier.
    1. From Setup, in the Quick Find box, enter Profiles, and then select **Profiles**.
    2. Click the partner community profile that you created earlier, and click **Edit**.
    3. Under Standard Object Permissions, assign read, create, edit, and delete permissions to these objects according to your business requirements.
        
        <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
                <colgroup>
                  <col style="width:100%">
                </colgroup>
                <thead class="slds-text-title_caps ">
                  <tr class="">
                    <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d4488e208">Object</th>
                  </tr>
                </thead>
                <tbody>
                  <tr class="">
                    <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d4488e208 "><a name="collections_community_user_profiles_permissions__ul_ewg_t5k_lcc"><!-- --></a>
                      <ul id="collections_community_user_profiles_permissions__ul_ewg_t5k_lcc">
                        <li>PaymentSchedule</li>

                        <li>PaymentScheduleItem</li>

                        <li>Collection Plan</li>

                        <li>Collection Plan Item</li>

                        <li>Case</li>

                        <li>Case Proceeding</li>

                        <li>Case Proceeding Participant</li>

                      </ul>
                    </td>

                  </tr>
                </tbody>
              </table>
3. Clone the Collections and Recovery for Experience Cloud permission set.
    1. In Setup, find and select **Permission Sets**.
    2. Next to the Collections and Recovery for Experience Cloud permission set, click **Clone**.
    3. Enter a label and an API name, and save your changes.
4. [Create site users to access the Experience Cloud site](https://help.salesforce.com/s/articleView?id=platform.networks_create_external_users.htm&language=en_US) that was created from the Collections and Recovery Portal template.
5. Assign the permission sets to the Experience Cloud site users that you created earlier.
    1. In Setup, find and select **Users**.
    2. Click the site user that you created earlier.
    3. In Permission Set Assignments, click **Edit Assignments**.
    4. From Available Permission Sets, add these permission sets to Available Permission Sets, and save your changes.
        
        <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
                <colgroup>
                  <col style="width:100%">
                </colgroup>
                <thead class="slds-text-title_caps ">
                  <tr class="">
                    <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d4488e343">Permission Set</th>
                  </tr>
                </thead>
                <tbody>
                  <tr class="">
                    <td data-label="Permission Set" class="slds-cell-wrap" style="vertical-align:top;" headers="d4488e343 ">
                      <ul>
                        <li>The permission set that you cloned from Collections and Recovery for Experience
                          Cloud permission set</li>

                        <li>OmniStudio User</li>

                        <li>Industry Service Excellence</li>

                        <li>Industries Visit</li>

                      </ul>
                    </td>

                  </tr>
                </tbody>
              </table>