How to Manually Create an FlexNet Manager Suite Customer Community User

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Summary

This article provides the steps for manually creating a Customer Community User in Salesforce.

Synopsis

When a contact is added as an entitlement contact, a customer community login is automatically created for the user, but there may be some scenarios in which a contact does not need to be an entitlement contact but still needs access to the Customer Community. This article provides the steps for manually creating a Customer Community User in Salesforce.

Discussion

In order to create a Customer Community User, a Contact must exist in Salesforce. These steps assume that a Contact already exists.

While there are various methods that can be used to find a contact in Salesforce this method searches for the Contact email.

1. Within the Salesforce global search bar (at the top of Salesforce), search for the contact email.
2. If a contact exists with that email, the record will be displayed within the Contacts section of the search results.
3. Click on the Contact Name.
4. On the Contact Detail page, click on the Manage External User button towards the top of the page.
5. Click on the Enable Customer User option. (If you do not see this option, the customer already has a Customer Community User)
6. This will take you to the Customer Community User profile page.
7. By default the users name will be the email address of the contact. (User Name must be unique)
8. Also select Customer Portal User - SLO in the Profile field.
9. Click Save.

The customer will be sent an email automatically with the username and a temporary password for the account. The customer must change the password before logging in.