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.

Introduction 

This page reviews how to remove active users from the Large Scale Renewables Salesforce Portal.

Instructions

The instructions on this page can only be completed by existing contractors who have been assigned the Manage Users  Tab permission. This permission set must be set either by a NYSERDA employee or an existing contractor in your organization that has previously been granted this access. If you have access to this permission set you will have access to the Manage Users tab after logging into the Large Scale Renewables Salesforce Portal.

Log into the Large Scale Renewables Salesforce Portal.

Click on the Manage Users tab.

This tab will only appear for Portal users who have previously been granted Admin access.

Then, locate the Portal user in the list of active users and click the Edit link on the far right of the window. A modal window will open.

On the modal window uncheck the Active box to remove the user from Portal access.

COPY Adding New Salesforce Portal Users

Large Scale Renewable Home

COPY Grant or Rescind Salesforce Portal Admin Access

  • No labels