Add Portal Users

These steps create portal user accounts from existing Salesforce contact records for your org, This can convert customers into Experience Cloud users who can log in and use the portal.

When adding portal users, you need to add a contact and a user record for each user.

Add Contact for the User

  1. Open the Contacts tab.

  2. Click New.

  3. In Record Type, select the record type you use for customer contacts.

  4. Click Continue.

  5. In Account, select the customer for whom the user works.

  6. Enter the user’s name.

  7. Enter other details as necessary.

  8. Click Save.

  9. Repeat these steps for each user.

  10. Continue with Add User Record for the User.

Add User Record for the User

  1. Click the more options drop down if needed, then select Enable Partner User.

    image::Enable_Partner_User_cutout.png[Example of the Enable Partner User option].

  2. Enter the user’s name and email address.

  3. In User License, select "Partner Community".

  4. In Profile, select the user profile for portal users.

  5. Scroll down to Locale Settings and select applicable options.

  6. Under Approver Settings, deselect Generate new password and notify user immediately.

    Portal users receive an email with instructions for setting their login password after you complete the setup.

  7. Click Save.

  8. Under Permission Set Assignments, click Edit Assignments.

  9. Add the permission set for portal users to Enabled Permission Sets.

  10. Click Save.

  11. Under Managed Packages, click Assign Licenses.

  12. Select FieldFX Base Package.

  13. Click Add.

  14. Repeat these steps as necessary for other contacts.

  15. Continue with Configure Sharing Settings.

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