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Manage Users and Data Access
Create the Account Switcher User Permission Set

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Create the Account Switcher User Permission Set

Create a permission set that allows an external user to switch to a different account from their account.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To enable Digital Experiences and create or change custom fields: Customize Application
To create, customize, or publish an experience AND to create stores and administer store settings:
  • Create and Set Up Experiences
  • View Setup and Configuration
To create, edit, and delete profiles or permission sets:
  • Manage Profiles
  • Permissions Sets
To assign permission sets: Assign Permissions Sets

The Account Switcher component allows external users to manage members from other accounts. External users with this permission can also make purchases on behalf of other accounts.

You can customize other components that use Account Switcher to drive business logic by using {!CurrentUser.effectiveAccountId} as the attribute value for account Id.

  1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
  2. Under Permission Sets, click New.
  3. Name the permission set Account Switcher User.
  4. From the License dropdown menu, select a Customer Community Plus or Partner Community license.
  5. Click Save.
  6. Under Object Settings, select Account.
  7. For all Account fields, select Read Access.
  8. Click Save.
  9. To add this permission to the external user who is managing an account, scroll down to Systems, and click System Permissions.
  10. Click Edit, and select Account Switcher User.
  11. Save your changes.
 
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