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Salesforce: Managing Users on the Customer Portal

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

***Note: 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.

***Note: 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)

 

Click SAVE CHANGES to finish.

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