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Agentforce Education
Configure Proxy Self-Registration

Configure Proxy Self-Registration

Set up your proxy portal so that when a student adds a proxy, the proxy self-registers. Setup includes enabling standard external profiles, configuring the registration page, and creating email templates. Registered proxies join your Experience Cloud site directly from the login page.

Required Editions

Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed
To configure emails for proxies:

Education Cloud Full Access permission set

AND

Access Drag-and-Drop Content Builder permission set

AND

Manage Public Lightning Email Templates permission set

To configure proxy self-registration:

  1. Give standard external profiles access to the portal.
    1. From Setup, in the Quick Find box, enter Digital Experiences, and then select Settings.
    2. Under Role and User Settings, select Allow using standard external profiles for self-registration, user creation, and login.
    3. Save your changes.
  2. Configure a self-registration page.
    1. From Setup, in the Quick Find box, enter All Sites, and then select All Sites under Digital Experiences.
    2. Do one of these actions:
      • To create an Experience Cloud site, see Create an Education Portal.
      • To use an existing Experience Cloud site, click Workspaces for the site.
    3. Under My Workspaces, click Administration.
    4. Select Login & Registration.
    5. In the Registration Page Configuration section, select Allow customers and partners to self-register.
    6. Make sure that the profile is Customer Community Plus User or Customer Community Plus Login User.
    7. Select an account.
    8. Save your changes.
 
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