The Community Portal is used to share information and collaborate with your clients. It is possible to share a subset of features and data from your Sirenum system.
Access the Setup
Using Quick Find search for Digital Experience or Community
Click the All Sites tab
Click Builder to access the site in edit mode or click on the URL to access the active site
Before provide a client access, you need to ensure there is sufficient Customer Community Plus licences.
To check the number of licence numbers:
▪Access the Setup
▪Using Quick Find search for Company Information
▪Locate User Licenses
▪Look for Name and Remaining Licenses
Additionally a suitable Community User profile needs to be created and the correct permission levels need to be provided.
To check a profile:
▪Access the Setup
▪Using Quick Find search for Profiles
▪Access the Profile
▪Look for Standard and Custom Object Permissions
To provide a client with access to your Community Portal
▪Identify the Client Contact
▪Click on the Contacts tab on the navigation bar
▪Select the Client Contact record
▪On the Client Contact record, click the drop down arrow button
▪Select Enable Customer User
▪You are taken to a Create User page
▪Check the Email address and Username
▪Check the number of Licences
▪Select the appropriate Profile
▪Review the Locale Settings
▪Save the User Record
▪A Salesforce Email will be sent to the Client Contact
Yes, you can update the clients permissions within the profile to allow for clients to create or approve requests.
First you will need to check if the Community User has access to the Community Portal. You can do this by viewing the permission Manage External Users.
For more information please use the following link Create Experience Cloud Site Users
Yes, It is possible to create your own custom theme layout for the community portal. This will allow you to add in your own corporate branding.
For more information, please use the following Trailhead Build a Custom Theme Layout Component