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Set Up User Profiles for Self-Service Portal
Set up the System Administrator and Customer profiles for the Self-Service Portal to define the data, objects, and features they can access.
Create the Administrator Role
Assign the administrator role to yourself to set up and customize the Self-Service Portal.
Required Editions
Required Editions
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create user profiles and users: | Energy & Utilities Objects for Experience Cloud Users |
- From Setup, in the Quick Find box, enter Roles, and then select Roles.
- Click Set Up Roles.
- Under Your Organization's Role Hierarchy, click Add Role.
-
Enter a name and label for the role.
For example, enter Admin.
- Save your changes.
- In the Quick Find box, enter Users, and then select Users.
- Select your user name.
- Click Edit.
-
In Role, select the role
that
you
created.
For example, select Admin.
- Save your changes.
- In your user page, in Permission Set Assignments, click Edit Assignments.
-
Move these permission sets from the Available
Permission Sets column to the Enabled Permission
Sets
column.
-
Program and Benefit Management Access
-
Outcome Management
-
EAndU Cloud Program Access
-
EAndU Cloud Usage Impact Access
-
OmniStudio Admin
-
Product Catalog Management Designer
-
Energy & Utilities Cloud Billing Account
-
Industry Service Excellence
-
- Save your changes.
Create a Sample Customer User
Create an Experience Cloud profile that a sample customer user can use to log in to the Self-Service Portal.
Required Editions
Required Editions
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create user profiles and users: | Energy & Utilities Objects for Experience Cloud Users |
To know more about managing external users for Experience Cloud sites, see Manage External Users.
-
Create an Experience Cloud profile.
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- For the Customer Community User, click Clone.
-
Set a
profile
name
and then save your changes.
For example, set the profile name to Energy Utilities Customer User.
-
Allow the Experience Cloud user to run
flows.
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
-
Click the profile
that
you
created.
For example, click Energy Utilities Customer User.
- Click Edit.
- Under General User Permissions, select Run Flows.
-
Create an account and
a
contact.
- From the App Launcher, find and select Accounts.
- Click New.
- Enter the details of a sample account, and save your changes.
- In the account that you created, click New Contact.
- Enter the details of a sample contact, select the account that you created, and save your changes.
Sharing Settings for Self-Service Portal Objects
Review the organization-wide default sharing settings to understand the minimum level of access for each object in Energy and Utilities Cloud. You can extend the default level of access to your users, both internal and external. You can also use permission sets, sharing rules, role hierarchies to fine-tune access beyond the default options.
Required Editions
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
Review the recommended level of access for both internal and external users for the Self-Service Portal. These are suggestions only—your organization may have different security model requirements. Check with your system administrator or implementation partner for help and advice about sharing settings.
| Object | Recommended Minimum Level of Access |
|---|---|
| Account and Contract | Internal: Public Read/Write External: Private |
| Contact | Internal: Public Read/Write External: Private |
| Product | Internal: Public Read Only External: Public Read Only |
| Case | Internal: Public Read/Write External: Private |
| Omni Process | Internal: Public Read Only External: Public Read Only |
| Omni UI Card | Internal: Public Read Only External: Public Read Only |
| Omni Data Transformation | Internal: Public Read Only External: Public Read Only |
| Program | Internal: Public Read Only External: Public Read Only |
| Program Product | Internal: Public Read Only External: Public Read Only |
| Benefit Type | Internal: Public Read Only External: Public Read Only |
| Application Form Template | Internal: Public Read Only External: Public Read Only |
| Program Application Form Template | Internal: Public Read Only External: Public Read Only |
| Authorization Application Place | Internal: Public Read/Write External: Public Read/Write |
| Individual Application | Internal: Public Read/Write External: Private |
| Program Enrollment | Internal: Public Read Only External: Private |
| Action Plan | Internal: Public Read Only External: Private |
| Action Plan Template | Internal: Public Read Only External: Private |
| Usage Impact Factor | Internal: Public Read Only External: Private |
| Usage Impact Group | Internal: Public Read Only External: Private |
| Usage Impact Group Version | Internal: Public Read Only External: Private |
| Attribute Definition | Internal: Public Read Only External: Public Read Only |
| Attribute Picklist | Internal: Public Read Only External: Public Read Only |
| Attribute Category | Internal: Public Read Only External: Public Read Only |
| Attribute Category Attribute | Internal: Public Read Only External: Public Read Only |
| Product Classification | Internal: Public Read Only External: Public Read Only |
| Product Classification Attribute | Internal: Public Read Only External: Public Read Only |
| Billing Account | Internal: Public Read/Write External: Public Read/Write |
| Energy Service Agreement | Internal: Public Read/Write External: Private |
| Service Point | Internal: Public Read Only External: Public Read Only |
| Location | Internal: Public Read Only External: Public Read Only |
| Unit of Measure | Internal: Public Read Only External: Private |
| Benefit Assignment | Internal: Public Read Only External: Private |
| Expression Set | Internal: Public Read Only External: Private |
