Important Notice
The content in this space is currently being migrated to the cloud. Any content edits must be made by a Knowledge Base admin until migration is complete.
To request content edits, please submit a request to the Strategic Operations Training Team
and include the page URL and details on required edits.
A member of the Strategic Operations Training Team will reach out for clarity if needed.
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 page. This work instruction will show you how to manage users (create/edit) in the Salesforce Portal.
Please note that only Admin Users will see the Manage Users tab. It is hidden from all other users.
Creating Users
Log into your Portal Account. From the home page, click the Manage Users tab.
Click ADD A NEW USER to open a new window where you will enter the new user's information.
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 checkbox.
Click SAVE CHANGES to finish.
When you have finished, the new user will now display in the Users table with an Active status.
You cannot create a user from existing contacts within the system; you will need to create a new user.
Editing Existing Users
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