You are here:
Grant Portal Super User Access to Partner and Customer Users
Enable super user access so that users with Partner Community or Customer Community Plus licenses in your sites can access more records and data.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| Applies to: LWR, Aura, and Visualforce sites |
| User Permissions Needed | |
|---|---|
| To enable Partner Super User or Portal Super User Access: | Customize Application |
Super User Access for Partner Users
Partner super users can get insights into the records of other partner users who are at their role level or below them in the account role hierarchy. Super users can access records according to their level of permissions. For example, if a manager with full access to cases is granted Super User Access, then they can view and edit cases of other managers and their direct reports. A different manager who has read-only access to cases can only view the cases of other managers and their direct reports, even as a Super User.
A few things to consider before you grant super user access to users.
- Select the Enable Partner Super User Access setting in your Digital Experience settings before granting access to individual partner users. To disable super user access, deselect Enable Partner Super User Access. If you re-enable this feature, all users who were assigned super user access previously get super user access again.
- Partner super users can't grant Super User access to another partner user.
- Partner super user access applies only to cases, leads, custom objects, and opportunities.
- Partner super users have access based on their user permissions.
-
Partner Super Users with Role Can Access Data Owned By or Shared With Partner Executive - All partner users and partner super users in the same role
- Manager and User roles below them in the hierarchy
Partner Manager - All partner users and partner super users in the same role
- User roles below them in the hierarchy
Partner User All partner users and partner super users in the same role (User roles only) - Use this information to grant super user access to users with Partner Community licenses.
- View the contact record for the user on the partner account.
- If you're using Salesforce Classic, click Manage External Account, then choose Enable Super User Access, and click OK.
- If you're using Lightning Experience, click the dropdown menu and select Enable Super User Access.
Super User Access for Customer Users
The Portal Super User permission lets users with the Customer Community Plus license do the following on your accounts.
- View, edit, and transfer cases to other Customer Community license users
- Create cases for contacts
- View and edit all contacts, whether communities-related or not
- View account details when they’re the contact on a case
- Run reports on all contacts, whether portal enabled or not
Note Requires Reports tab to be added to your site and the Run Reports permission.
Add the Portal Super User permission to a permission set and assign it to Customer Community Plus users. The permission set gives Customer Community Plus users access to their account and view and edit permission on the account cases and contacts without permission to manage other external users. When Customer Community Plus users with the Portal Super User permission create contacts, the ownership of those contacts defaults to the channel manager associated with the user’s account.
- From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
- Either create or clone a permission set.
- In the App Permissions section, add the Portal Super User permission.
- Click Save.
- Assign the permission set to your Customer Community Plus users by clicking Manage Assignments and then adding the appropriate users.
