Delegate Customer Portal User Administration and Portal Super User
EDITIONS
Available in: Salesforce
Classic (not available in all
orgs)
Available in: Enterprise,
Performance, Unlimited,
and Developer Editions
USER PERMISSIONS
To manage Customer Portal
users:
• Delegated External User
Administrator
To create, edit, and delete
profiles:
• Manage Profiles and
Permission Sets
To view and edit all cases
and contacts for an account:
• Portal Super User
Note: Starting with Summer ’13, the Customer Portal user license isn’t available for new
orgs. You can create a customer portal using the Customer Account Portal Lightning template
in Experience Builder.
Existing orgs using Customer Portal licenses may continue to use their licenses.
You can delegate some administrative rights to Customer Portal users with the Customer Portal
Manager Custom user license. Delegated external user administrators can do the following for
external users, including both customer users and partner users, associated with their own account:
•
Create new external users
•
Edit existing external users
•
Reset passwords for external users
•
Deactivate existing external users
Note: When a delegated external user admin deactivates a portal user, the admin doesn’t
have the option to remove the portal user from teams that user is a member of.
Delegated external user administrators can also view their account’s detail page, along with contacts
and cases related to their account via the Accounts tab. In addition, delegated external user
administrators receive the “Portal Super User” permission. This permission lets delegated external
user administrators do the following for their own account:
•
View, edit, and transfer all cases
•
Create cases for contacts
•
View and edit all contacts, whether portal enabled or not
•
View account details when they’re the contact on a case
•
Report on all contacts, whether portal enabled or not, if the Reports tab is added to your Customer Portal and the user has the “Run
Reports” permission
You can add just the “Portal Super User” permission to the profiles of external users (except for high-volume portal users) so that they
have access to their account and can view and edit all of its cases and contacts without having the ability to manage other external
users. However, super users can’t view the Contacts tab on the Customer Portal without the Delegated External User Administrator
permission. To edit contacts, super users must select a contact from a case record. For more information, see:
Delegate External User Administration Rights
Note: You must use the original profile user interface to delegate administration rights for external users. If you’re using the
enhanced profile user interface, disable it temporarily in the User Interface settings to complete this procedure.
To delegate External User Administration Rights:
1. From Setup, enter Profiles in the Quick Find box, then select Profiles and click a custom Customer Portal profile.
You can’t add delegation rights or the “Portal Super User” permission to the standard Customer Portal Manager, Customer Portal
User, or High Volume Customer Portal profiles.
2. Click Edit.
3. Select Delegated External User Administrator.
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Delegate Customer Portal User Administration and Portal
Super User
Configure User Access to the Customer Portal