You can perform mass actions for Self-Service user management such as enabling Self-Service access for many contacts at once.
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.
Each contact must have an email address and must be associated with an account to be a Self-Service user.
- From Setup, enter Users in the Quick Find box, then select Users.
- Click Enable New User(s).
- Enter search criteria to compile a list of the contacts you want to enable and click Search.
- Select the contacts you want to enable and click Next.
- Modify Self-Service user information as necessary.
- Select the Super User checkbox to enable the contact as a Self-Service super user who can view case information, add comments, and upload attachments for all cases submitted by anyone in his or her company.
- Click Save.