Set up the Self-Service Portal

Set up features and review permission set licenses for the Self-Service Portal. Create user profiles and assign required permission sets to user groups. Set access rules in organization-wide-default settings. Set up an Experience Cloud site and collaborate with partners and customers through Digital Experience. Configure the automatic application approval process.

Required Editions

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Energy and Utilities Cloud

Before you begin, Enable Service Apps.

Enable Self-Service Portal Features
Turn on the Program and Benefit Management, Outcome Management, and contacts-to-multiple-accounts settings that Self-Service Portal features depend on. Turn on these settings after you enable the Energy and Utilities Service Apps.<
Set Up User Profiles for Self-Service Portal
Set up the System Administrator and Customer profiles for the Self-Service Portal to define the data, objects, and features they can access.
Set up Digital Experiences
Create a Self-Service Portal from an Experience Cloud template. Set up the newly created site and publish it. Then set a contact as a customer to log in to the Experience Cloud.
Self-Service Portal Objects and Fields
To display programs correctly in the Offers and Rebates section of Self-Service Portal, ensure that the fields in these objects are populated correctly.