Enable the Customer Portal for Contacts and Person Accounts
- From a contact or person account detail page, click Manage External User, and then select Enable Customer User.
- Verify the general information and locale settings, and enter any missing information. The customer’s Username defaults to the customer’s Email.
- Select a portal user license. The user license that you choose determines the permission sets, user profile, and role hierarchy options that you can select for the customer user. See Customer Portal User Licenses.
- Select Generate new password and notify user immediately to email a customer portal username and password to the customer.If your Salesforce org uses multiple customer portals, customer users can access all customer portals that are assigned to their profiles with a single username and password. See Creating Multiple Customer Portals.
- Click Save.
- To troubleshoot or confirm the portal configuration, on the contact detail page, click Manage External User, and then choose Log in to Portal as User. A new browser window opens and logs you in to the portal as the partner user.