GM Use Manual Registration

Configure Manual Registration

Your organization may want to manually register users instead of allowing them to register themselves. This can be done with a few configurations.

Update the Contact Page Layout

Update the Contact page layout to give grantmakers access to log in to the portal as a grantseeker.

1. Click , then click Setup.

2. Click Object Manager.

3. In the list of objects, click Contact.

4. Select the Contact Layout that is assigned to the system administrator profile. For example, Contact Layout.

   

   Note You can check what layout is assigned to the system administrator profile by clicking Page Layout Assignments.

5. Click Mobile & Lightning Actions.

6. Drag Enable Customer User and Log in to Experience as User into the Salesforce Mobile and Lightning Experience Actions.

7. Click Save.

Create Login

Create the login for the grantseeker. Once created, the grantseeker will receive a welcome email that prompts them to create a password.

1. From the App Launcher (), find and select Contacts.

2. Select an existing Contact.

3. Click Enable Customer User.

4. Enter the user’s Email.

5. Press tab to autofill Username and Nickname.

6. Select Customer Community Plus Login as the user license.

7. Select Grantseeker Plus Login as the profile.

8. Click Save.

9. Navigate to the Contact’s record, then click Log in to Experience as User to view what the user will see.