---
schema_version: "1"
id: 8d4cd74264db0f5176bcf5ff7746eabbaacaec12d94bfc252e9e3d351f2fc6e5
title: Set Up Lease Extension Service Process for External Users
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_setup_uc_lease_ext_for_external_users.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_setup_uc_lease_ext_for_external_users.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 86a9f3a8616c2344259db31bfb7eeb83e886aae548d51a452e34e65bdd7a0f5a
description: Set up the Lease Extension service process for the customer community plus users. Create a user profile, assign the required permissions and set up the Experience Cloud site.
products:
  - Automotive
release: "264"
---
# Set Up Lease Extension Service Process for External Users

Set up the Lease Extension service process for the customer community plus users. Create a user profile, assign the required permissions and set up the Experience Cloud site.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d61466e71">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d61466e71 ">To create user profiles:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d61466e71 ">Manage External Users, and Manage Profiles and Permission Sets</td>

          </tr>
        </tbody>
      </table>

Make sure you have the Customer Community Plus license for Experience Cloud added to your org.

## Create a User Profile

1. From Setup, enter Profiles in the Quick Find box, then select **Profiles**.
2. Clone the Customer Community Plus User profile.
3. Enter a name and save your changes.
4. Under General User Permissions, assign these permissions.
    - Run Decision Matrices
    - Run Expression Sets
    - Run Decision Tables
    - Run Flows
5. Under Standard Object Permissions, give Read, Create, and Edit access for these objects.
    - Case
    - Decision Matrices
    - Documents
    - Document Checklist Items
    - Service Catalog Requests
    - Service Catalog Request Related Items
    - Received Documents
    - Received Document Types
6. Save your changes.

## Create a Customer

1. From Action Launcher, search for and select **Accounts**.
2. Select a Person Account record that you want to enable as a customer user.
3. From the dropdown, select Enable Customer User.
4. On the New User page in Setup, for Profile, select the cloned profile created in the Create a User Profile task.
5. Under Permission Set Assignments, click **Edit Assignments** and assign these permission sets to the user.
    - Automotive foundation For Experience Cloud
    - Document Checklist
    - Industry Service Excellence
    - Omnistudio Experience Cloud User
    - Omnistudio User
    - Unified Catalog Community User
    - Vehicle and Asset Finance Foundation for Experience Cloud
6. Enable sharing settings.
    1. In Setup, search for and select **Sharing Settings**.
    2. Click **Edit**.
    3. Enable Sharing of these entities in such a way that the community user is able to access the records created during the case creation process.
        
        See [Sharing Rules](https://help.salesforce.com/s/articleView?id=platform.security_about_sharing_rules.htm&type=5&language=en_US).
        
        - Case
        - Documents
        - Document Checklist Items
        - Service Catalog Requests
        - Received Documents
        - Received Document Types
    4. Enable Sharing of these entities in such a way that the community user is able to access appropriate records.
        
        See [Sharing Rules](https://help.salesforce.com/s/articleView?id=platform.security_about_sharing_rules.htm&type=5&language=en_US).
        
        - Account
        - Contact
        - Decision Matrices
        - Financial Account
        - Product2
        - Omni DataPack
        - Omni Data Transformation
        - Omni Process
        - OmniScript Saved Session
        - Omni UI Card
7. Save your changes.

## Create an Experience Cloud Site

1. Create a Digital experience site and assign the customer user profile as a member.
    
    For detailed steps, see [Create an Experience Cloud Site for Automotive](https://help.salesforce.com/s/articleView?id=ind.auto_experience_cloud_create_site.htm&release=264.0.0&type=5 "Use Experience Cloud to give your partners or customers access to Automotive capabilities. You can use the predefined template, which includes the Automotive objects, to create a site for partners or customers. You can also use an existing site in your org, or create a site from scratch and add the Automotive objects to your Experience Cloud site.").
2. Add the Orchestration Work Guide component to the Case page.
    1. Open a Case record page.
    2. From Setup, click **Edit Page**.
    3. Drag and drop the Orchestration Work Guide component from the Components panel.
    4. Save and activate your changes.