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Manage Users and Data Access
Allow External Users to Manage Partner Members

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Allow External Users to Manage Partner Members

In addition to administrators and internal users, partner users with the Delegated External User Administrator permission can activate, deactivate, create, and edit members. They can also reset member passwords.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
Admin Permissions Needed
To manage external users: Manage External Users
To create, edit, and delete profiles: Manage Profiles and Permission Sets

To allow partner users with the Delegated External User Administrator permission to manage other members, add the Members related list to Accounts page layout.

Note
Note To simplify the member creation process, configure a light user creation form for the delegated administrator to use. Go to Setup | Object Manager | User | Member Page Layouts to customize which fields are included on the Member page. You can remove Language and Locale Settings and Chatter from the form. Values for removed fields default to the settings of the delegated administrator. If your delegated admin is entering values other than their own in the Locale and Language and Chatter settings, leave them on the form.
  1. Select the icon of the account that you’re managing, and select Account Management.
  2. From Account Management, select the Members tab to access a list of site members.
    Members tab in Account Management
  3. To reset a members password or manage their permission sets, select an option from the dropdown arrow on the member’s row.
    Reset password and permissions dropdown
  4. To activate or deactivate a member, select or deselect the box in the Active column.
  5. To add a member to an account, click Add Member.
    Add member button
 
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