Loading
Manage Users and Data Access
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Group Member Types

            You are here:

            1. Salesforce Help
            2. Docs
            3. Manage Users and Data Access

            Group Member Types

            Many types of groups are available for various internal and external users.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience

            Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

            The member types that are available vary depending on your edition.
            User Permissions Needed
            To create or edit a public group: Manage Users
            To create or edit another user’s personal group: Manage Users

            When you create or edit a group, you can select the following types of members from the Search drop-down list. Depending on your organization settings, some types may not be available.

            Member Type Description
            Customer Portal Users All of your Customer Portal users. This is only available when a customer site or portal is enabled for your organization.
            Partner Users All of your partner users. This is only available when a partner site or portal is enabled for your organization.
            Personal Groups All of your own groups. This is only available when creating other personal groups.
            Portal Roles

            All roles defined for your organization’s site or portal. This includes all users in the specified role, except high-volume users.

            A site or portal role name includes the name of the account that it’s associated with, except for person accounts, which include the user alias.
            Portal Roles and Subordinates

            All roles defined for your organization’s site or portal. This includes all of the users in the specified role plus all of the users below that role in the site or portal role hierarchy, except for high-volume users.

            A site or portal role name includes the name of the account that it’s associated with, except for person accounts, which include the user alias.
            Public Groups All public groups defined by your administrator.
            Roles All roles defined for your organization. Adding a role to a group includes all of the users in that role, but doesn’t include site or portal roles.
            Roles and Internal Subordinates Adding a role and its subordinate roles includes all of the users in that role plus all of the users in roles below that role. This doesn't include site or portal roles or users.
            Roles and Subordinates

            Deprecated. Use Roles and Internal Subordinates instead. Adding a role and its subordinate roles includes all of the users in that role plus all of the users in roles below that role.

            Warning
            Warning In Salesforce orgs created before February 8, 2024 that enabled digital experiences before Winter ’26, all Roles and Subordinates members in groups are converted to Roles, Internal and Portal Subordinates members. Review public groups that contain Roles, Internal and Portal Subordinates members, and replace them with Role and Internal Subordinates as required.
            Roles, Internal and Portal Subordinates Adding a role and its subordinate roles includes all of the users in that role plus all of the users in roles below that role. This is only available when digital experiences is enabled for your org and Experience Cloud site users are created with external account roles other than a shared person account role. This includes site and portal users.
            Users All users in your organization. This doesn't include site or portal users.
            Note
            Note You can't add unauthenticated guest users to public groups.

            See Also

             
            Loading
            Salesforce Help | Article