Salesforce: Managing Users on the Customer Portal
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.
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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