---
schema_version: "1"
id: 990a1db762fffcd7a743a5478f18ef4b060b64dbb440ae3f700380574bf765f3
title: Set Up Your Learner Portal with Student Financials
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_set_up_learner_portal_student_financials.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_learner_portal_student_financials.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a50d876c0953dafb05f89c1544e20d98b9b02052a0f4624ee28dfa44d9e8f283
description: Give students self-service access to their financial accounts in your learner portal. After setup, students can view their balances and academic-year charges and pay invoices online. Assign permissions, set object access, connect a merchant account, and build the Student Financials page in Experience Builder.
products:
  - Education
release: "264"
---
# Set Up Your Learner Portal with Student Financials

Give students self-service access to their financial accounts in your learner portal. After setup, students can view their balances and academic-year charges and pay invoices online. Assign permissions, set object access, connect a merchant account, and build the Student Financials page in Experience Builder.

### 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: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud license and the Revenue Cloud Billing license</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d22877e74">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d22877e74 ">To set up your learner portal with student financials components:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d22877e74 ">
              <p>Education Cloud Full Access permission set</p>
              <p>AND</p>
              <p>Create and Set Up Experiences</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View Setup and Configuration</p>
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Before you begin:

- To create an Experience Cloud site, first turn on Digital Experiences for your org and register the domain. See [Enable Digital Experiences](https://help.salesforce.com/s/articleView?id=experience.networks_enable.htm&language=en_US).
- Be a member of the site, either as a Salesforce admin, or an experience admin, publisher, or builder.
- To set up student financial account management options and configure the necessary permissions for students and staff, set up student financials. See [Student Financials](https://help.salesforce.com/s/articleView?id=sfdo.ec_student_financials.htm&release=264.0.0&type=5 "Bridge the gap between students and their financial accounts by setting up your fee management framework in Education Cloud. Load tuition and fees for each academic interval and apply fees to learning programs and courses. Additionally, you can incorporate the Students Financials agent to help students view their account balances, get a detailed breakdown of their fees, and obtain more information about a given fee.").
- To configure pages and components, and control access to them, set up a learner portal. See [Set Up an Education Portal](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_an_education_portal.htm&language=en_US).

To set up your learner portal for Student Financials:

1. Assign the required permissions to the student.
    1. From Setup, in the Quick Find box, enter Users, and then select **Users**.
    2. Click the student’s name.
    3. Make sure that the user license is **Customer Community Plus** and the profile is **Customer Community Login User**.
    4. In the Permission Set License Assignments related list, click **Edit Assignments**.
    5. Select these permission set licenses.
        
        - Education Cloud Advanced Academic Operations for Experience Cloud
        - Education Cloud for Experience Cloud User
        - Billing Advanced Experience Cloud User
        - Education Cloud Student Financials for Experience Cloud User
        - Omnistudio
        - Omnistudio Runtime for Communities
    6. Save your changes.
    7. In the Permission Set Assignments related list, click **Edit Assignments**.
    8. Select these permission sets.
        
        - Education Cloud Advanced Academic Operations for Experience Cloud Access
        - Education Cloud for Experience Cloud Access
        - Education Cloud Student Financials for Experience Cloud Access
        - Billing Experience Cloud User
        - Billing Einstein Experience Cloud User
        - Omnistudio User
        - Omnistudio Experience Cloud User
    9. Save your changes.
2. Provide the required Omnistudio permissions for portal users:
    1. From Setup, in the Quick Find box, enter `Permission`, and then select **Permission Sets**.
    2. From the list, find Omnistudio User and click **Clone**.
    3. Enter a label, API name, and description.
    4. Save your changes.
    5. Select your new permission set.
    6. Click **Object Settings**.
    7. Modify access for objects as shown:
        
        | Object Name | Object Permissions |
        | --- | --- |
        | Data Mappers | Read, View All Fields |
        | Flexcards | Read, View All Fields |
        | Integration Procedures | Read, View All Fields |
        | Omni Data Transformation Items | Read, View All Fields |
        | Omni Data Transformations | Read, View All Fields |
        | Omni Electronic Signature Templates | Read, View All Fields |
        | Omni Global Auto Numbers | Read, Edit, View All Fields |
        | Omni Process Compilations | Read, View All Fields |
        | Omni Process Elements | Read, View All Fields |
        | Omni Processes | Read, View All Fields |
        | OmniScripts | Read, View All Fields |
        | OmniScript Saved Sessions | Read, Create, Edit, Delete |
        | Omni UI Cards | Read, View All Fields |
    8. Save your changes.
    9. Assign the new permissions set to the student. See [Manage Permission Set Assignments](https://help.salesforce.com/s/articleview?id=platform.perm_sets_manage_assignments.htm).
3. Set access to the required objects.
    1. From Setup, in the Quick Find box, enter `Sharing Settings`, and then select **Sharing Settings**.
    2. Under Default Sharing Settings, click **Edit**.
    3. Modify access for objects as shown:
        
        | Object | Default Internal Access | Default External Access |
        | --- | --- | --- |
        | Invoice | Public Read/Write | Private |
        | Academic Year | Public Read/Write | Public Read |
        | Academic Term | Public Read/Write | Public Read |
        | Academic Session | Public Read/Write | Public Read |
        | Product | Public Read/Write | Public Read |
        | Billing Schedule Group | Public Read | Public Read |
        | CreditMemo | Public Read/Write | Public Read |
    4. Save your changes.
4. Apply Public Read only permission to any other Education Cloud objects that you need for the forms.
5. Create a sharing set for students to access their invoice records. See [Create a Sharing Set for Experience Cloud Site Users](https://help.salesforce.com/s/articleView?id=platform.networks_setting_light_users.htm&language=en_US).
6. Configure a merchant account and add payment methods to that account. See [Salesforce Payments Merchant Accounts and Payment Methods](https://help.salesforce.com/s/articleView?id=commerce.payments_merchacct_pms_overview.htm&language=en_US).
    
    Make note of the Merchant Account ID as you need it to configure the Payment Checkout page in a later step.
7. From Setup, in the Quick Find box, enter All Sites, and then select **All Sites** under Digital Experiences.
8. Do one of these actions:
    1. To create an Experience Cloud site, see [Create an Education Portal](https://help.salesforce.com/s/articleView?id=sfdo.ec_create_an_education_portal.htm&language=en_US).
    2. To use an existing Experience Cloud site, click **Workspaces** for the site.
9. Under My Workspaces, click **Builder**.
10. Remove unnecessary components.
11. If you're using an existing Experience Cloud site, add and configure a student financials page.
    
    To get the latest version of a component on an existing page, remove the old component and add it again.
    
    1. Do one of these actions:
        
        - To create a student financials page, click the Page Properties icon on top, and select **\+ New Page**, select **Standard Page**, select a preferred layout, and then click **Next**. Enter Student Financials as the name, enter a URL, and click **Create**.
        - To use an existing page, open the page from Page Properties.
    2. Click **Components** on the top left, find and select the **Financial Status at a Glance** component and drag it to the page.
        
        We recommend these attribute names, but you can change and reorder them.
    3. Click **Components** on the top left, find and select the Tab Layout component and drag it to the page. Use the properties pane to add the custom tabs: Accounts Overview, Academic Year Charges, and Billing and Payments.
        
        We recommend these custom tabs, but you can change the names to suit your organization's needs.
    4. On the Accounts Overview tab, click **Components** on the top left, find and select the **Accounts Overview** component and drag it to the Accounts Overview tab.
    5. On the Academic Year Charges tab, click **Components** on the top left, find and select the **Academic Year Charges** component and drag it to the Academic Year Charges tab.
    6. On the Billing and Payments tab, click **Components** on the top left, find and select the **runtime\_revenue\_foundation:postedInvoices** component and drag it to the Billing and Payments tab.
    7. Publish the page.
12. Add and configure a payment plan page.
    1. Click the Page Properties icon on top, and select **\+ New Page**.
    2. Select **Standard Page**, choose a preferred layout for the page, and then click **Next**.
    3. Enter New Payment Plan as the name, enter new-payment-plan for the URL, and click **Create**.
    4. Click **Components** on the top left, find and select the **Omniscript** component and drag it to the page.
    5. Select the type as StuFinancials.
    6. Select the sub type as PaymentPlan.
    7. Select the language.
    8. Save your changes.
    9. Publish the page.
13. Configure the Payment Checkout page.
    1. Open the Payment Checkout page from the page properties.
    2. In Merchant Account ID, enter the merchant account ID that you created.
    3. Publish the page.
14. To turn on student payments, set up a channel for payment data to flow from the payment gateway to Salesforce Payments. See [Set Up a Channel Manually for Payment Data](https://help.salesforce.com/s/articleView?id=commerce.payments_data_channel_setup.htm&language=en_US).
15. Apply other customizations as required, then preview and publish the site. See [Customize Sites with Experience Builder](https://help.salesforce.com/s/articleView?id=experience.community_designer_overview.htm&language=en_US).