Upgrading an Experience Cloud user license allows you to give them access to more data within your site. With the right combination of permissions via the user’s new license, profile, role, and permission sets, you can preserve the user’s record and Chatter history.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| Applies to: LWR, Aura, and Visualforce sites |
| User Permissions Needed | |
|---|---|
| To create or edit customer users: |
Manage External Users OR Manage Customer Users |
| To create, edit, and delete profiles: | “Manage Profiles and Permission Sets” |
| To log in as a partner or customer user: |
Manage External Users OR Manage Customer Users  Important The
Manage Customer Users permission is on by default for standard
users.
AND Edit on Accounts |
| To allow portal users to upgrade to Partner or Customer licenses: | Allow LitePortalUser Upgrade |
Note Community licenses are used to
access Experience Cloud sites.
Before you upgrade a user’s license, review which user licenses can be upgraded.
- From Setup, enter Users in the Quick Find box, then select Users.
- Click Edit next to the user you want to upgrade.
- Select the new license, profile, and role for the user.
-
Optionally, specify a new profile and role.
Note If the account the user belongs to has no roles, we create one behind the scenes and assign the lowest role that exists in the hierarchy. If the account does have roles, you must choose one and assign the lowest role that exists in the hierarchy.
- Save your changes.