---
schema_version: "1"
id: 66be8271eef4f9b151d79ce851104d3d5815697ac4d9e98d019a8c37323eca64
title: Manage Alumni Users
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_manage_alumni_users.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_manage_alumni_users.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5c7f29d453530447edfa691380073316ae082390d75becd1a282ff51f3eab42b
description: Manage everything about your alumni users in Education Cloud, from their access to your Experience Cloud site to the account, profile, and engagement details on their records.
products:
  - Education
release: "264"
---
# Manage Alumni Users

Manage everything about your alumni users in Education Cloud, from their access to your Experience Cloud site to the account, profile, and engagement details on their records.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d24867e74">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e74 ">To manage alumni users:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e74 ">Education Cloud Full Access </td>

          </tr>
        </tbody>
      </table>

- **[Set Up Alumni Users](https://help.salesforce.com/s/articleView?id=sfdo.ec_manage_alumni_users.htm&release=264.0.0&type=5)**  
    Prepare your alumni users to access your Experience Cloud site.
- **[View and Update Information for an Alumni User](https://help.salesforce.com/s/articleView?id=sfdo.ec_manage_alumni_users.htm&release=264.0.0&type=5)**  
    See account and profile details, education and employment history,

## Set Up Alumni Users

Prepare your alumni users to access your Experience Cloud site.

### Create an Alumni Permission Set

Create and configure a permission set for alumni users.

1. From Setup, in the Quick Find box, enter Permission Sets, and then select **Permission Sets**.
2. For Education Cloud for Experience Cloud Access, click **Clone**.
3. Enter a label and API name for the alumni permission set, and then save your changes.
4. Click your alumni permission set, and then click **Object Settings**.
5. Click **Person Educations**, and then click **Edit**.
6. For Object Permissions, select **Read**, **Create**, **Edit**, and **Delete**.
7. Under Field Permissions, for Institution, select **Read Access** and **Edit Access**.
8. Save your changes.
9. For Person Educations, click ![Actions menu](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/actionsmenu.png), and then select **Person Employments**.
10. Click **Edit**.
11. For Object Permissions, select **Read**, **Create**, **Edit**, and **Delete**.
12. Save your changes.

### Create an Alumni Profile

Create a profile for alumni users.

1. From Setup, in the Quick Find box, enter Profiles, and then select **Profiles**.
2. For Customer Community Plus User, click **Clone**.
3. For Profile Name, enter Alumni Community User, and then save your changes.

### Create an Alumni Sharing Set

Create a sharing set for alumni users.

1. From Setup, in the Quick Find box, enter Digital Experiences, and then select **Settings**.
2. Under Sharing Sets, click **New**.
3. Enter a label for the sharing set, such as Alumni Sharing. Press Tab to automatically fill the Sharing Set Name field.
4. For Available Profiles, add your alumni profile to the Selected Profiles column.
5. For Objects, add **Account** and **Person Academic Credential** to the Selected Objects column.
6. Under Configure Access, for Account, click **Set Up**.
7. Select these mapping values:
    1. For User, select **Contact.Account**.
    2. For Target Account, select **Id**.
    3. For Access Level, select **Read/Write**.
8. Click **Update**.
9. Under Configure Access, for Person Academic Credential, click **Set Up**.
10. Select these mapping values:
    1. For User, select **Contact**.
    2. For Target Person Academic Credential, select **LearnerContact**.
    3. For Access Level, select **Read Only**.
11. Click **Update**.
12. Save your changes.

### Create Alumni Experience Cloud Site Users

Assign a the alumni profile and permissions set to grant alumni users access to your alumni Experience Cloud site.

1. From the App Launcher, find and select **Accounts**.
2. Click an account.
3. On the account's Contacts 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 ![Actions menu](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/actionsmenu.png), and then select **Enable Customer User**. Salesforce creates a user record with some details prepopulated.
5. On the New User page, select the profile that you created to grant access to the Experience Cloud site.
6. Populate other fields as needed, and then save your changes.
7. Assign the user the permission set that you created for alumni.

## View and Update Information for an Alumni User

See account and profile details, education and employment history,

![Alumni Account record page](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/ec_alumni_account_record_page.png)

Here's what you can do and see on an alumni's account record page.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <colgroup>
            <col style="width:30%">
            <col style="width:70%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24867e529">Component</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24867e532">What can I do?</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e529 ">Highlights Panel (1)</td>

              <td data-label="What can I do?" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e532 ">See account details for the user.</td>

            </tr>
            <tr class="">
              <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e529 ">Alumni Profile Card (2)</td>

              <td data-label="What can I do?" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e532 ">
                <p>See the details that the user added to
                  their alumni profile page.</p>
                <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                  <div class="slds-media slds-media_responsive">
                    <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png" alt="Note"></span></div>
                    <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Note</span> The location
                      for the user comes from the mailing address on their account
                      record page. If you don't have a mailing address for the user,
                      you won't see a location on the profile card.</div>
                  </div>
                </div>
              </td>

            </tr>
            <tr class="">
              <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e529 ">Timeline (3)</td>

              <td data-label="What can I do?" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e532 ">See a timeline of activities and engagement with the user. To
                create a case, service appointment, record alert, or care plan for the
                alumni user, click <strong class="uicontrol">New</strong>. To see the new record on
                the timeline, click <strong class="uicontrol">Refresh</strong>.</td>

            </tr>
            <tr class="">
              <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e529 ">Action Launcher (4)</td>

              <td data-label="What can I do?" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e532 ">Add a note, create a task, or send an
                email.</td>

            </tr>
            <tr class="">
              <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e529 ">Life Events (5)</td>

              <td data-label="What can I do?" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e532 ">See events and milestones in the alumni
                user's life. To add an event, click <strong class="uicontrol">New
                  Event</strong>.</td>

            </tr>
            <tr class="">
              <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e529 ">Engagement (6)</td>

              <td data-label="What can I do?" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e532 ">
                <p>See cases and alerts that are assigned to the user.</p>
                <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                  <div class="slds-media slds-media_responsive">
                    <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png" alt="Note"></span></div>
                    <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Note</span> To see
                      record alerts that you created in the Timeline component, click
                      <strong class="uicontrol">Refresh</strong> in both the Timeline component
                      and in the Alerts component. Record alerts that have the person
                      account assigned as the parent record and a different object
                      assigned to the What Record field don't show in the Alerts
                      component.
                    </div>
                  </div>
                </div>
              </td>

            </tr>
            <tr class="">
              <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e529 ">Relationships (6)</td>

              <td data-label="What can I do?" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e532 ">See the alumni user's relationships in a
                graph.</td>

            </tr>
            <tr class="">
              <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e529 ">Education (6)</td>

              <td data-label="What can I do?" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e532 ">See person education and person academic
                credential records for the alumni user. Person academic credential
                records are created when the user's learner program record is marked
                as complete.</td>

            </tr>
            <tr class="">
              <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e529 ">Employment (6)</td>

              <td data-label="What can I do?" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e532 ">
                <p>See the alumni user's employment history from the Person
                  Employment related list. You can also create person employment records
                  for the user.</p>
                <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                  <div class="slds-media slds-media_responsive">
                    <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-warning"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_important.png" alt="Important"></span></div>
                    <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Important</span> To show person employment records on
                      the alumni user's profile page in the alumni portal, connect person
                      employment records to the user's contact record.</div>
                  </div>
                </div>
              </td>

            </tr>
            <tr class="">
              <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e529 ">Details (6)</td>

              <td data-label="What can I do?" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e532 ">See user account details.</td>

            </tr>
            <tr class="">
              <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e529 ">Portal Profile Preference (6)</td>

              <td data-label="What can I do?" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e532 ">See if the alumni has made their directory
                profile public.</td>

            </tr>
            <tr class="">
              <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e529 ">Related (6)</td>

              <td data-label="What can I do?" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e532 ">See related lists for Individual
                Applications, Person Employments, Person Public Profile Preference
                Sets, Person Academic Credentials, and Person Educations.</td>

            </tr>
            <tr class="">
              <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e529 ">Interest Tags (7)</td>

              <td data-label="What can I do?" class="slds-cell-wrap" style="vertical-align:top;" headers="d24867e532 ">See and add tags related to the alumni
                user's needs, interests, and engagement opportunities.</td>

            </tr>
          </tbody>
        </table>

See Also:

- [Create Experience Cloud Site Users](https://help.salesforce.com/s/articleview?id=platform.networks_create_external_users.htm)
- [Create an Alumni Profile](https://help.salesforce.com/s/articleView?id=sfdo.ec_manage_alumni_users.htm&release=264.0.0&type=5 "Create a profile for alumni users.")
- [Manage Permission Set Assignments](https://help.salesforce.com/s/articleView?id=platform.perm_sets_manage_assignments.htm&language=en_US)
- [Set Up Account Record Page](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_account_record_page.htm&release=264.0.0&type=5 "Configure record pages for the Account object in Education Cloud.")