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            Create a Partner User Profile for Manufacturing

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            Create a Partner User Profile for Manufacturing

            A manufacturer can create a partner portal by using Experience Cloud and collaborate with partners, distributors, and suppliers on sales agreements, forecasts, rebate programs, and so on. Partners can log in to the portal, track information about orders, work orders, and warranties. They can also get visibility into the activities related to their assets, leads, and opportunities.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To create user profiles:

            Manage External Users

            AND

            Manage Profiles and Permission Sets

            Make sure that you have the Partner Community license for Experience Cloud added to your org. See Partner Portal User Licenses.

            1. Create a user profile.
              1. From Setup, in the Quick Find box, enter Profiles, and then select User Profiles.
              2. Clone the Partner Community User profile.
              3. Enter a name for the new user profile, and save your changes.
              4. Change the user permissions, tab settings, and object permissions as needed.
            2. Add a partner account.
              1. Open the account record of the account that you want to enable as a partner.
              2. Click Quick Actions, and select Enable as Partner.
              3. Open the contact record of the contact that you want to enable as a partner user.
              4. Click Quick Actions, and select Enable Partner User.
            3. Add user details.
              1. From Setup, in the Quick Find box, enter Users, and then select Users.
              2. Provide the details of the user.
                Field Description
                Email Email address that the welcome email with login credentials is to be sent to.
                Role Some community licenses, such as Customer Community Plus and Partner Community, require a role to be assigned to external users.
                User License Select Partner Community.
                Profile Enter the name of the cloned user profile.
              3. To activate the user, select Active.
              4. Select Generate new password and notify user immediately.
              5. Save your changes.
            4. Add permissions.
              1. In Setup, on the User page of the new user, go to Permission Set License Assignments, and click Edit Assignments.
              2. For the required permission set licenses, select Enabled, and save your changes.
              3. In Permission Set Assignments, click Edit Assignments.
              4. Move the required permission sets to the Selected list, and save your changes.
            5. Create an Experience Cloud site and assign the partner user profile as a member.
            6. Create a sharing set to control record access for objects that are related with an account or contact that matches the user’s account or contact.
              For example, to help partners work on the cases assigned to them, you can set up the access as User = Account, Target Case = Related Account, and Access Level = Read/Write. See Object and Record Sharing with External Users for Manufacturing

            When the partner user logs in to the Experience Cloud site, they can see the objects and records that you provided them access to.

             
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