Add Users to Your Education Portal

Grant access to your Education Cloud Experience Site by assigning a license, a profile, and permissions to portal users.

1. From the App Launcher, find and select Accounts.
2. Click on an account.
3. On the account's contact related list, view or add the contact record for the person that you want to add to the site.
4. On the contact detail page, click, then select Enable Customer User. Salesforce creates a user record with some details prepopulated. See Create Experience Cloud Site Users.
5. On the New User page, select the profile that you created to grant access to the Experience Cloud site. See Assign a Default Experience to a User Profile.
6. Populate the other fields as needed, and then save your changes.
7. Confirm that users have the correct permissions. See Verify Permission Sets for Experience Site Users.
8. Create a case record for the user. See Automate Case Creation and Assignment.
9. From Setup, in the Quick Find box, enter All Sites, and then select All Sites.
10. Click Workspaces next to the site that you want to add the users to.
11. Click Administration, and then click Members.
12. Add the profile that you created to grant access to the Experience site, and then save your changes.
13. In the left panel, click Settings, and then click Activate.
14. Click OK to confirm.