Enable Self-Service for Contacts and Person Accounts
- From the contact or person account detail page, click Enable Self-Service.
- Verify the general information and locale settings, and enter any missing information. The customer’s Self-Service Username defaults to the customer’s Email.
- To enable the customer as a Self-Service super user, select the Super User checkbox. Super users can view case information, add comments, and upload attachments for all cases that anyone in their company submits.
- Select Generate new password and notify user immediately to email a Self-Service username and password to the customer.
- Click Save.
