Staff can create a Community Hub user from the Person Account record within Staff View. Creating a Community Hub user provides a way for users to log into Community Hub.
In order to create a Community Hub user, staff must have the “Manage External Users” or “Edit Self-Service Users” permissions.
-
Add an email to the account:
-
From an account, click Edit.
-
In
Person Email, enter the user's email address. -
Click Save.
-
-
Create a user attached to the account:
-
Click the Manage External Account menu button and select Enable Customer User.
-
In
Profile, selectCommunity Hub Login User.Even though
Generate new password and notify user immediatelyis selected, the Community Hub user will not receive an email.
-
Click Save.
-