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            Create a Customer User Profile for Automotive

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            Create a Customer User Profile for Automotive

            An automotive original equipment manufacturer (OEM) or dealership can create a customer portal using Experience Cloud and help customers manage their vehicles and parts, warranty terms, and people relationships. Customers can access information such as the list of vehicles and assets they own, manage other account and contact participants such as service technicians, sales dealers, financiers, and track the major milestones in their vehicle’s lifecycle. Customers can also schedule service appointments to repair and maintain their vehicles, and track their financial milestones, transactions, and households.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To create user profiles: Manage External Users, and Manage Profiles and Permission Sets.

            Make sure you have the Customer Community Plus license for Experience Cloud added to your org. See Customer Portal User Licenses for details.

            1. Create a user profile.
              1. From Setup, enter Profiles in the Quick Find box, then select User Profiles.
              2. Clone the Customer Community Plus User profile.
              3. Enter a name and save your changes.
              4. Review the user permissions, tab settings, and object permissions. Edit access as required.
            2. Create a customer.
              1. Select a Contact record that you want to enable as a customer user.
              2. Click Quick Actions, and select Enable Customer User.
            3. Add user details.
              1. On the New User page in Setup, make sure you specify the following.
              • Email: The email ID that receives the welcome email with login credentials.
              • Role: Some community licenses, such as Customer Community Plus and Partner Community, require roles associated with an external user record.
              • User License: Customer Community Plus.
              • Profile: The cloned user profile.
              1. Select Active.
              2. Select Generate new password and notify user immediately.
              3. Save your changes.
            4. Add permissions.
              1. On the User page of this new user, go to Permission Set License Assignments, and click Edit Assignments.
              2. For the required permission set licenses, select Enabled, and click Save.
                See Experience Cloud Permission Set Licenses for Automotive to understand what each permission set license offers.
              3. For Permission Set Assignments, click Edit Assignments.
              4. Move the required permission sets to the Selected list, and click Save.
            5. Create a Digital experience site and assign the customer user profile as a member.
            6. Create a sharing set to control the record access for objects that are related with an account or contact that matches the user’s account or contact.
              For example, to show customers a list of other accounts related to their account, you can set up the access as User= Account, Target Account Account Relationship = Related Account, and Access Level = Read Only.

            The Contact that you enabled as a customer gets a welcome email with a link to the portal and their username. When the customer user logs in to the Experience Cloud site you’ve created, they can see the objects and records that you’ve provided them access to.

             
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