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            Create a Partner User Profile for Automotive

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            Create a Partner User Profile for Automotive

            An automotive original equipment manufacturer (OEM) can create a partner portal using Experience Cloud and collaborate with dealers on agreements, vehicles, forecasts, and rebate programs. Partners can manage assets, visits, action plans, warranties, financial information, work orders, leads and opportunities. They can use the portal to manage the sales and service lifecycle of vehicles and parts that they sell. Dealers can also schedule test drive and vehicle service appointments on behalf of prospects and customers.

            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 that you have the Partner Community license for Experience Cloud added to your org. See Partner Portal User Licenses.

            1. Create a user profile.
              1. From Setup, enter Profiles in the Quick Find box, and select User Profiles.
              2. Clone the Partner Community User profile.
              3. Enter a name and save your changes.
              4. Change the user permissions, tab settings, and object permissions as needed.
            2. Add a partner account.
              1. Select the account that you want to enable as a partner.
              2. Click Quick Actions, and select Enable as Partner.
              3. Select the contact that you want to enable as a partner user.
              4. Click Quick Actions, and select Enable Partner User.
            3. Add user details.
              1. On the New User page in Setup, provide the user information.
              • Email—The email address to send the welcome email with login credentials.
              • Role—Some community licenses, such as Customer Community Plus and Partner Community, require assigning a role to external users.
              • User License—Partner Community.
              • Profile—Enter the name of 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 the 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 partner user profile as a member.
            6. Create a sharing set to control record access for objects that are related with an account or contact that matches the user’s account or contact.
              For example, to let partners work on cases assigned to them, you can set up the access as User = Account, Target Case = Related Account, and Access Level = Read/Write.

            When the partner user logs in to the Experience Cloud site, they can see the objects and records that you’ve provided them access to.

             
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