To provide access to your Self-Service portal, enable Self-Service for a customer’s contact or person account record. A Self-Service user can view cases in the Self-Service portal only if they’re associated with the user’s account record.
|Available in: Salesforce Classic|
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
|To enable Self-Service users:||“Edit Self-Service Users”|
Starting with Spring ’12, the Self-Service portal isn’t available for new orgs. Existing orgs continue to have access to the Self-Service portal.
- From the contact or person account detail page, click Enable Self-Service.
- Verify the general information and locale settings, and enter any missing information. The customer’s Self-Service
Username defaults to the customer’s Email.
- To enable the customer as a Self-Service super user, select the Super User checkbox. Super users can view case information, add comments, and upload attachments for all cases that anyone in their company submits.
- Select Generate new password and notify user immediately to email a Self-Service username and password to the customer.
- Click Save.