How do you set up user roles in Financial Services Cloud?

Setting up user roles in Financial Services Cloud involves defining roles and permissions accurately to ensure users have the appropriate access to data and functionality within the platform. The correct approach is to define these roles within the Salesforce setup under the 'Users' section. This method allows administrators to clearly outline and manage roles tailored to the specific needs of their organization and ensure compliance with internal governance policies.

Using this structured framework, organizations can assign permissions systematically based on their operational requirements. This method enhances security, facilitates better workflow management, and provides a more organized way to ensure that users have the right level of access to perform their job functions effectively.

The other choices reflect less effective or inappropriate methods for managing user roles. Randomly assigning roles during onboarding can lead to inconsistencies and security risks. Consulting with an external IT provider may not guarantee the necessary understanding of internal processes and policies, and relying on unalterable predefined templates restricts the ability to customize roles to suit the unique environment of the organization. Thus, defining roles and permissions directly in the Salesforce setup is the most effective and secure method for managing user roles in Financial Services Cloud.