---
schema_version: "1"
id: 948b853fb24dce93c535ca30f49d23b2d0dd2fb609037815ad3ac3e56350b1f3
title: Set up the Self-Service Portal
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/energy_set_up_the_self_service_portal.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_set_up_the_self_service_portal.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e88bfa3ff2a19e966dd000fdfffd6e171f532af1f14ee12e1e464af18b7ef14c
description: 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.
products:
  - Energy and Utilities
release: "264"
---
# 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

Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Enterprise, Performance, Unlimited, and Developer Editions with Energy and Utilities Cloud</td></tr></tbody></table>

Before you begin, [Enable Service Apps](https://help.salesforce.com/s/articleView?id=ind.energy_enable_service_apps.htm&release=264.0.0&type=5 "To access the standard sales and service functionalities in Energy and Utilities Cloud, enable the Energy and Utilities Service Apps and Sales for Energy and Utilities settings. These settings grant access to applications such as the Agent Console, the Self-Service Portal, and standard sales features.").

- **[Enable Self-Service Portal Features](https://help.salesforce.com/s/articleView?id=ind.energy_enable_self_service_portal_features.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.energy_set_up_user_profiles_for_self-service_portal.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.set_up_digital_experiences.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.energy_self-service_portal_objects_and_fields.htm&release=264.0.0&type=5)**  
    To display programs correctly in the Offers and Rebates section of Self-Service Portal, ensure that the fields in these objects are populated correctly.