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Warning

You cannot create a user from existing contacts within the system; you will need to create a new user.

Editing Existing Users

Navigate to the Manage Users tab, locate the user and click Edit at the end of the row. This will open the Edit User window.

Update any of the following details:

  • Name
  • Email Address
  • Active Status (unchecking will deactivate the user)
  • Admin Status (checking/unchecking will grant or revoke admin privileges respectively)
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Click SAVE CHANGES to finish. Include PageLIBRARY:Editing Users in the Salesforce Customer PortalLIBRARY:Editing Users in the Salesforce Customer Portal