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Configure the Self-Service Portal
Any member sites that you've created must be updated and also enabled for standard external profiles so that your policyholders and agents can access them.
- First enables standard external profiles. From Setup, use Quick Find to find Feature Settings.
- Under Feature Settings, navigate to Digital Experiences and click Settings.
- Under Role and User Settings, select Allow using standard external profiles for self-registration, user creation, and login.
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After you receive your spin, complete the following steps twice - once
for the Digital Broker Self-Service Portal and once for the Digital
Policyholder Self-Service Portal.
From Setup, use Quick Find to find All Communities.
- Click Builder for one of the communities.
- In the Experience Builder, click Settings, select the I understand the changes applied in this update checkbox, and then click Update.
- On the modal that appears, click Update.
- After the update is done, publish your community. Click Publish in the top right corner of the Experience Builder.
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