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Vlocity Contract Lifecycle Management
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          Create a Customer Community User

          Create a Customer Community User

          Create a contact and enable it as customer community user.

          1. In the App Launcher, search for and open Contacts.
          2. Click New.
          3. In the Account Name field, you must select the account you created for your customer community in an earlier step.
          4. Save the contact.
          5. Open the new contact you created, and click the dropdown menu to select Enable Customer User.
          6. In the New User page, select the following:

            User License: Customer Community

            Profile: Customer Community User

            Note
            Note

            If you’ve cloned an existing customer community profile, then in the profile field, select the cloned profile name.

          7. Define other required fields, such as email and nickname.
          8. Click Save. Click OK.
            Important
            Important

            If you receive an error "Portal Account Owner has No Role," assign a profile to the owner of the customer community account. Then repeat this procedure.

           
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