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Salesforce: Managing Users on the Customer Portal

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Info
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Salesforce Portal Admin Users can create new users and grant new and existing users admin privileges. You can find these controls on the Manage Users

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page. This

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page will provide guidance on how to manage users (create/edit) in the Salesforce Portal.

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***Note: Only Admin Users will see the Manage Users

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tab. It is hidden from all other users.

Creating Users

UI Steps
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UI Step

Log into your Portal Account. From the home page, click the Manage Users tab.

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UI Step

Click ADD A NEW USER to open a new window where you will enter the new user's information.

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screenshot

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UI Step

Enter the new user's name and email address in the provided fields. If you would like this user to have admin privileges (i.e. the ability to create, edit, and delete users), check the Admin

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checkbox.

UI Step

Click SAVE CHANGES

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to finish.

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UI Step

When you have finished, the new user will now display in the Users table with an Active

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status.

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

Editing Existing Users

UI Steps
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UI Step

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

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window.

UI Step

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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UI Step

Click SAVE CHANGES to finish.

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