Create Student User Records for Your Portal

Create User records for students to allow them to use a Student Success Hub portal.

Note Requires a Customer Community Plus or Customer Community Plus Login license, such as through Experience Cloud for Learner Success.

A User record for each student is required for students to access the portal that you'll create in a different task. Here's how you can create a small number of student User records, individually from student Contact records. Otherwise, import new Users using a data import tool.

1. On the student's Contact record, click the record's action menu and select Enable Customer User.

2. Enter details to create the user as either a Customer Community Plus user or Customer Community Plus Login user, with the corresponding profile—Customer Community Plus User or Customer Community Plus Login User (or a custom profile generated from those profiles).

   Make sure to specify the correct time zone so that Student Success Hub considers time zone differences when scheduling appointments between support staff and students.

3. Save your changes.

   

   Tip If you can't save because of an error about an account owner missing a role, go to Setup and enter Users in the Quick Find box. Click Users, and then edit the profile of the User that owns the student's Account record to specify some Role (any Role that's been defined in your org's Role Hierarchy). Then try saving the student's User record again. If student Account records are created through integration, the creating user is typically the integration user.

Take care when merging or deleting User or Contact records so you don’t accidentally delete student portal members. For more information, see Considerations for Merging Contacts Associated with Portal Users in Salesforce Help.