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            Create Experience Cloud Site Users

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            3. Manage Users and Data Access

            Create Experience Cloud Site Users

            Create site users to access Experience Cloud sites.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            Applies to: LWR, Aura, and Visualforce sites
            User Permissions Needed
            To create or edit Customer Community, Customer Community Plus, or Partner Community users:

            Manage External Users

            Note
            Note Avoid using the Manage User permission for the sole purpose of logging in to a site as a user because it also grants administrator access to make organizational changes. These changes include managing portal roles, viewing all portal profiles, enabling and disabling portal accounts, and merging portal accounts and contacts.

            OR

            Manage External Users (Limited)

            Note
            Note The Manage External Users (Limited) permission allows you to only manage users you have Read and Write access to.
            To create or edit Customer Community Plus or Customer Community users:

            Manage Customer Users

            Important
            Important When creating customer users, the account that the new contact is associated with must have an account owner that is assigned a role.
            To create, edit, and delete profiles: Manage Profiles and Permission Sets
            To log in as a partner or customer user:

            Manage External Users

            OR

            Manage External Users (Limited)

            OR

            Manage Customer Users

            Important
            Important The Manage Customer Users permission is on by default for standard users created before Summer ‘18.

            AND

            Edit on Accounts

            Note
            Note This permission isn’t needed if the person logging in has a higher role than the partner or customer user they’re logging in as.
            To log in as an experience user:

            Manage External Users

            OR

            Manage External Users (Limited)

            AND

            Edit on Accounts

            AND

            Be a member of the site they are trying access.

            OR

            Create and Setup Experiences

            AND

            View Setup and Configurations
            1. If you’re creating a partner user, ensure that the account has been enabled as a Partner Account.
              1. In Lightning Experience, click the action dropdown, and then from the account detail page, select Enable as Partner.
              2. In Salesforce Classic, on the account detail page, click Manage External Account | Enable as Partner.
            2. On the account’s contact related list, view or add the contact record for the person that you want to add to a site. When you create a partner or customer user, Salesforce creates a user record in your org with some details pre-populated from the contact record.
              1. In Lightning Experience, on the contact detail page, click the actions dropdown, and then select Enable Partner User or Enable Customer User.
              2. In Salesforce Classic, click Manage External User and either Enable Partner User or Enable Customer User.
            3. Edit the user record, and assign the appropriate user license: Partner Community for partners and Customer Community or Customer Community Plus for customer users.
            4. Select the appropriate profile and role for the partner or customer user.
            5. If you haven’t activated the site to add the external user to, deselect Generate new password and notify user immediately so that users don’t receive a password before activation.
              • If you opt to notify the user immediately but the user isn’t a member of any active site, Salesforce doesn’t send the email.
              • You can send a welcome email with the login information by selecting the Send welcome email option when you activate a site.
              • If you don’t send a welcome email when you activate the site, you must manually send this information to the user.
            6. Save your work.

            Take a look at how you can create external users.

            If you create new external users with the Manage External User (Limited) permission, you can use an apex trigger to automatically share the new user with an internal user.

            • Considerations for Creating Experience Cloud Site Users
              All users who log into an Experience Cloud site must have a record in Salesforce. Their record is created either as a person account or as a contact connected to a customer or partner business account. External users are enabled from the contact record as a customer or partner user, depending on your business relationship.

            See Also

             
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