Manage your Self-Service user information from a single place and make changes to more than one user at a time.
Required Editions
| View supported editions |
| User Permissions Needed | |
|---|---|
| To manage Self-Service users: | Manage Customer Users |
| To mass manage Self-Service users: |
Manage Self-Service Portal AND Manage Customer Users |
Note Starting with Spring '12, the Self-Service portal isn't available for new
Salesforce orgs. Existing orgs continue to have access to the Self-Service
portal.
Before your customers can take advantage of the Self-Service portal, you must enable Self-Service access for each contact. You can enable access for one contact at a time from the Contacts tab or for multiple contacts via the Self-Service setup pages.
- To enable Self-Service users individually from the Contacts tab, select a contact and click Enable Self-Service on the contact’s detail page.
- To enable multiple Self-Service users at once, see Enabling Multiple Self-Service Users.
- To change Self-Service user information, see Editing Self-Service User Information.
- To reset Self-Service user passwords, see Resetting Self-Service User Passwords.
- Enable Multiple Self-Service Users
You can perform mass actions for Self-Service user management such as enabling Self-Service access for many contacts at once. - Edit Self-Service User Information
Edit Self-Service user information to keep user information updated. - Resetting Self-Service User Passwords
If a Self-Service user loses his or her password, you can email a new password to them.