1. On the account record, view or add the contact record for the person you want to add to a community.
2. On the contact detail page, click Manage External User, thenEnable Partner User or Enable CustomerUser.This creates a user record in your Salesforce org with some details prepopulated from the contact record. NoteTo access the Manage External User button in Lightning Experience, add it to the Account and Contact page layouts. Go toContact actions and add the Manage ExternalUser action to the Salesforce Mobile and LightningExperience Actions section of the layout.If you don’t see the Enable Partner User or Enable Customer User buttons, ask your administrator to check whether they’re included in the Contact page layout. If the buttons are included, ensure that your org has customer or partner community licenses available.
3. To access the Manage External User button in Lightning Experience, add it to the Account and Contact page layouts. Go toContact actions and add the Manage ExternalUser action to the Salesforce Mobile and LightningExperience Actions section of the layout.
4. If you don’t see the Enable Partner User or Enable Customer User buttons, ask your administrator to check whether they’re included in the Contact page layout. If the buttons are included, ensure that your org has customer or partner community licenses available.
5. Edit the user record for this external user and assign the appropriate user license: Partner Community for partners and Customer Community or Customer Community Plus for customer users.
6. Select the appropriate profile and role for the partner or customer user.Note Make sure that you choose a profile that has the appropriate tabs exposed. Also,each customer or partner account has a role hierarchy associated with it. All customerand partner user roles roll up to the account owner.
7. If you haven’t yet activated the community you want to add the external user to, deselect Generate new password and notify user immediately so that users don’t receive a password before the community is activated.If you opt to notify the user immediately but the user is not a member of any active community, Salesforce doesn’t send the email.You can send a welcome email with the login information by selecting the Send welcome email option when you activate a community. If you don’t send a welcome email when you activate the community, you must manually send this information to the user.
8. If you opt to notify the user immediately but the user is not a member of any active community, Salesforce doesn’t send the email.
9. You can send a welcome email with the login information by selecting the Send welcome email option when you activate a community.
10. If you don’t send a welcome email when you activate the community, you must manually send this information to the user.
11. Click Save.