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            Create Partner Users and Build a Distributor Portal

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            Create Partner Users and Build a Distributor Portal

            Provide users the required access to Manufacturing objects and records, and create a responsive Experience Cloud site for partner users.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To create a Digital Experience site and create users:

            Manage External Users

            AND

            Manage Profiles and Permission Sets

            AND

            Create and Set Up Experiences

            In this example, Lakoff Builders creates a partner user, Johny Haidt for Kohlberg Distributions, and gives him the required level of access to manage business from an Experience Cloud site for Manufacturing.

            Lakoff Builders uses the Partner Community user license for partners, distributors, and suppliers. They use the Customer Community Plus user license for customers. The admin sets up roles in the org. They create a role for distributors and also assign themselves a role that’s higher in the hierarchy because that’s a prerequisite for creating partner users.

            Johny Haidt requires the permissions to:

            • Create, edit, and transfer leads
            • Create topics for Knowledge
            • View a list of sales agreements on the home page of the site
            • Create and edit claims and sales agreements
            • Submit proof-of-sale documents and create rebate claims
            • View transaction journals and forecasts for the partner account
            • View claims and their key details
            1. Clone the Partner Community user profile.
              1. From Setup, in the Quick Find box, enter Profiles, and then select User Profiles.
              2. Click Clone for Partner Community.
              3. Enter a name for the profile.
                Enter a name such as Distributor Portal User.
                .
              4. Save your changes.
            2. Edit the user permissions.
              1. On the Distributor Portal User profile page, in the System section, click System Permissions, and then click Edit.
              2. Select Convert Leads, Create Topics, Manage Leads, and Transfer Leads.
              3. Save your changes.
            3. Edit the object permissions.
              1. On the Distributor Portal User profile page, in the Apps section, click Object Settings.
              2. Provide the object permissions.
              3. Save your changes.
            4. Create a partner and a partner user.
              1. From the App Launcher, find and select Accounts.
              2. Open the Kohlberg Distributions account record.
              3. Click Quick Actions, and click Enable As Partner. Then, click Enable As Partner.
              4. Go to the Related tab of the account, and open Johny Haidt contact record from the Contact related list.
              5. Click Quick Actions, and select Enable Partner User.
                You’re redirected to the New User page in Setup.
              6. Specify these details, and then save your changes.
              7. In Role, select the role associated with partner users.
              8. Select Partner Community as the user license.
              9. Select Distributor Portal User as the user profile, and then save your changes.
            5. Assign permission set licenses to the partner user.
              1. On the User page, click Permission Set License Assignments.
              2. Click Edit Assignments.
              3. Select Enabled for these and other required permission set licenses, and then save your changes.
              • Action Plans
              • Actionable Relationship Center
              • Fleet Management for Experience Cloud
              • Manufacturing Advanced Account Forecast For Community Psl
              • Manufacturing Sales Agreements For Community Psl
              • OmniStudio Runtime for Communities
              • Partner Visit Management for Experience Cloud
              • Rebate Management for Experience Cloud
              • Ship and Debit Process Management for Experience Cloud Users
              • Warranty Management for Experience Cloud
            6. Assign permission sets to the partner user.
              1. On the User page, click Permission Set Assignments.
              2. Click Edit Assignments.
              3. Move these and other required permission sets to the Selected list, and then save your changes.
              • Action Plans
              • ARC Access
              • Manufacturing Advanced Account Forecast For Community
              • Manufacturing Sales Agreements For Community
              • OmniStudio Runtime for Communities
              • Partner Visit Management for Experience Cloud Psl
              • Rebate Management for Experience Cloud Users
              • Ship and Debit Process Management for Experience Cloud Users
              • Warranty Management for Experience Cloud
            7. Edit the sharing settings and sharing rules for objects.
              1. From Setup, in the Quick Find box, enter Sharing, and then select Sharing Settings.
              2. On the Organization-Wide Defaults list view, click Edit.
              3. For Asset, select Controlled By Parent as the default external access.
                All Asset records have an Account lookup relationship. Partner users for Kohlberg Distributions can manage the assets that are associated with the Kohlberg Distributions account record.
              4. For Product, select Public Read/Write as the default external access.
              5. Save your changes.
              6. For other objects, create criteria-based or record owner-based sharing rules.
                For example, create a criteria-based sharing rule for Leads so that all the records filtered by the Zip or Postal Code are shared with a specific distributor. See Sharing Rules for details.
            8. Create a partner site.
              1. From Setup, in the Quick Find box, enter Sites, and then select All Sites under Digital Experiences.
              2. Click New.
              3. Select the Manufacturing template, and click Get Started.
              4. Enter a name and the domain name for the site, and then click Create.
            9. Customize the home page of the site to show partner users their sales agreements.
              1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
              2. Click Builder next to the site that you created.
              3. Click the Manufacturing Header component.
              4. In Navigation Component, select Multilevel Navigation Menu.
              5. Click Experience Cloud component icon, and drag the Record List component to the page.
              6. To show the list of sales agreements for Kohlberg Distributions on the home page, on the Record List properties panel, select Compact as the layout, Sales Agreements as the object name, and My Sales Agreements as the filter name.
            10. Add a new page to the site to show all warranty claims created by partner users.
              1. On the header of the Experience Cloud Builder for the site,, click the Theme Navigation Menu component.
              2. On the Theme Navigation Menu properties panel, click Edit Default Navigation, and then click Add Menu Item.
              3. Enter Claims as the name.
              4. Select Salesforce Object as the type.
              5. Select Claim as the object type.
              6. In Default List View, select a list view that shows only the claims owned by the partner user.
                Create a list view for the Claim object and filter it by owner, if needed.
              7. Click Save Menu.
            11. Add components to the new Claim page on the site to show partner users the key details of warranty claims.
              1. Open a Claim record page in the Experience Cloud Builder.
              2. Click Experience Cloud component icon, and drag these components to the required areas of the page.
              Component Description
              ARC Relationship Graph If you created an ARC graph to show the relationships of claim, claim item, claim coverage, claim coverage payment detail, and claim participants, then select the graph.
              Timeline Select one or more Timeline configurations to show the events and other records related to the Claim record.
              Related List You can also show Claim Items, Claim Coverages, and Claim Participants as related lists on the Claim record page.
            12. To activate your Experience Cloud site, click Publish.
            13. Add the user profile as a site member and activate the site.
              1. Click Administration, and go to the Members tab.
              2. Move the Distributor Portal User profile to the Selected list.
              3. Save your changes.
              4. On the Settings tab, click Activate.
            14. Create a sharing set to determine object access in relation to an account.
              1. From Setup, in the Quick Find box, enter Digital, and then select Settings under Digital Experiences.
              2. In the Sharing Sets section, click New.
              3. Enter a label for the sharing set.
              4. From the Available list, move the Distributor Portal User profile to the Selected list.
              5. Grant access to objects based on an account or contact lookup. Select the objects, and click Set Up to define the level of access.
              6. Click Update.
              7. Repeat the process for all the objects that you select.
              8. Save your changes.

            Johny can now log in to the site with the credentials that he receives in the welcome email. On the home page, he can see the list of sales agreements, rebates, advanced account forecasts, leads, and opportunities. He can also see the navigation items and use them to manage claims, rebates, and so on.

             
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