Considerations When Creating Partner Users

Keep these considerations in mind when you create partner users.

Note To manage a partner user in Lightning Experience, add these buttons to the Salesforce Mobile and Lightning Experience Actions sections of the Account and Contact page layouts.

• On Accounts:
  • Enable as Partner
  • Disable Partner Account
• On Contacts:
  • Enable Partner User
  • Enable Super User Access
  • Disable Partner User
  • Disable Partner Super Access
  • Log in to Experience
  • Log in to Portal

• Before creating partner users, configure your Experience Cloud site so that your partner users don’t log into it before it’s ready.
• Partner accounts are Salesforce accounts that a channel manager uses to manage partner organizations, partner users, and activities when using a partner site or partner portal. A channel manager who owns a partner account can access all the data associated with the partner account and the associated partner users.
• After you create a partner account, you can add users to the account as contact records and then convert them to partner users. Partner users are Salesforce users with access to CRM objects, such as opportunities, leads, and campaigns. Partner users can access and modify the Salesforce data that you share with them by logging in to a site. They can be added to account or opportunity teams.
• After you create a partner user, you can edit the partner account and the partner user independently. Changes made to one aren’t reflected in the other.
• The available profiles for the partner user are limited to the Partner User profile or profiles that have been cloned from it.
• The Role dropdown is read-only the first time that you enable a contact as a partner or customer user for an account. The next time that you enable a contact on this account as a customer or partner user, you can select a Role for the user.
• Unlike a standard user, the partner user role is automatically assigned based on the account name.
• The partner user role is a subordinate of the account owner’s role. All data for the partner user role rolls up to the partner account owner’s role. Keep in mind that if you disable a partner user, their partner user role becomes obsolete and their data no longer rolls up to the partner account role.
• If your org has person accounts, they can’t be used as partner accounts. Only business accounts can be used as partner accounts.
• Partner accounts can’t be deleted, but they can be disabled.
• To check or troubleshoot issues with the partner user account, on the contact detail page, click Manage External User, and choose Log in to Portal as User. A new browser window opens and you’re logged in to the site as a site user.
• If you enabled a user as a delegated administrator, before the user can create an external user, you must add at least one partner profile to the Assignable Profiles related list and assign the user the Manage External Users permission.
• For each cloned profile, ensure that the API Only User permission isn’t selected. Users associated with this permission selected aren’t able to log in to their sites.
• When you add a user to an Experience Cloud site, the username must be unique across all Salesforce orgs by default. To restrict this uniqueness requirement to only one org, from Setup, go to Digital Experiences | Settings and select Require unique usernames for partners in this org. After you turn on this setting, you can’t turn it off. Uploads using Data Loader, Excel Import, and Sendia aren’t available to partner users with this preference enabled.

• Partner User Roles
  When you enable the first external user on a partner account, a user role hierarchy is created for that account. This role hierarchy rolls up to the account owner (typically, the channel manager). The three roles in this hierarchy are Partner User, Partner Manager, or Partner Executive. When you create contacts on the partner account and convert them to external users, assign one of these roles to them.