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Manage Users and Data Access
Set Custom Site Roles

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Set Custom Site Roles

Experience Cloud site members are typically assigned the role of partner, customer, or employee. However, you can create custom roles for users that replace standard ones. You can also choose to display the member’s company name in place of a role.

Required Editions

Note
Note Custom site roles can only be assigned to authenticated users. This feature is not available for unauthenticated or guest users.
Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To customize an Experience Cloud site:
  • Be a member of the site AND Create and Set Up Experiences

    OR

  • Be a member of the site AND View Setup and Configuration AND an experience admin, publisher, or builder in that site
To publish an Experience Cloud site:
  • Be a member of the site AND Create and Set Up Experiences

    OR

  • Be a member of the site AND an experience admin or publisher in that site

To create custom roles Experience Cloud sites:

  1. From Setup, enter Digital Experiences in the Quick Find box, then select All Sites. Click Workspaces for the site you’d like to access.
  2. Under Administration, click Members.
  3. Under Site Role, select Custom.
  4. Enter the new name you want to use instead of the role name. You can replace any or all of the names. You can even remove a role by deleting the role name.
  5. Click Save.
 
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