Get Cloudy Consulting is implementing an equity management solution for one of its financial clients. The solution will enable the external independent financial researchers to collaborate with internal portfolio control staff in a private Chatter group.
What should the Experience Cloud consultant recommend to meet the requirements for both personas?
To meet the requirements for both personas, GCC should create a portal for external researchers and give internal staff access to the main org. This will allow GCC to provide different features and permissions for each persona, as well as enable collaboration between them in a private Chatter group. For example, GCC can create a portal for external researchers using the Partner Central template, where they can view and update financial data, access reports and dashboards, and join Chatter groups. GCC can also give internal staff access to the main org using standard user licenses, where they can manage portfolio data, create workflows and processes, and join Chatter groups.
Kaycee
8 months agoHui
9 months agoLashawna
9 months agoRoyal
9 months agoBeckie
9 months agoTenesha
10 months agoJoseph
10 months agoPeggie
10 months agoVincenza
10 months agoFelix
10 months agoMacy
11 months agoReid
11 months agoElfrieda
11 months agoGeoffrey
11 months agoMarylyn
1 year agoJacquelyne
1 year agoGlennis
1 year agoCyril
1 year agoLoise
12 months agoJoye
1 year agoNoel
1 year agoSherman
1 year agoGennie
1 year agoSena
1 year agoClay
1 year agoJosphine
1 year ago