Manage Your Student Portal

Customize Site Emails

Email notifications sent from an Experience Cloud site are managed separately from the appointment email notifications sent to support staff and students. As part of customizing your portal's branding (not covered in this documentation), remember to also customize the branding and contents of site emails, and control when they're sent.

For more information about notifications, see Set Up Email for Appointments.

Important While you're setting up your portal, pay extra attention to the setting for sending welcome emails to new members. Make sure that it's turned off until you've finalized membership and are ready to open the site to students.

1. From Setup, search for and then select All Sites.
2. Click Workspaces next to your site's name.
3. Click the Administration workspace, and then click Emails.

4. Verify and customize settings as needed, again making sure that you disable the Send welcome email option until you're ready to launch the site.

Add Site Members

Configure the users who can access your student portal.

1. In the Administration workspace, click Members.

2. In the Select Profiles section, to add the Customer Community Plus User, Customer Community Plus Login User, or your own custom student profile, change the Search selection to Customer and add the appropriate profiles to the Selected Profiles list. To add the System Administrator, Student Success Hub support staff, or a custom support staff profile, change the Search selection to Internal and add the appropriate profiles.

3. Save your changes.

Preview, Test, and Activate the Site

Before launching your site, test it thoroughly while logged in as a student User. Verify access to and display of all the pages you've published. Verify that the contents of email notifications are updated and that you've remembered to re-enable the welcome emails that you disabled to reduce noise during setup.

For help with common issues, see Troubleshoot the Student Portal and Troubleshoot Field-Level Security Permissions.

When you're ready to launch, activate the site so that all of your customizations take effect, and then activate it to make it available to students.

1. In the site's Administration workspace, click Settings.
2. Click Activate, and then click OK.

Your student portal is now open for business!

Promote the Site

Encourage students to upload their profile photos in the portal so that support staff can put faces to names when viewing Student Record Cases in Student Success Hub. Profile photos are displayed on the Contact record.

1. After the student logs in to the portal (following the link in the welcome email), in the page header, click the student's name, then click My Profile.
2. Click the camera icon next to the profile photo placeholder and upload a photo.
3. Save the changes.