--- schema_version: "1" id: 004b4821750775cf50578458890caa980f93c836ea6a54db9871e84a665a017e title: Set Up a Student Portal collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ssh_setup_portal.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_portal.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: a605c09ef8c79ac0ae5b209cf4c9cc9a24165643f14174a4cc4b06a7c9072c73 description: Complete these tasks to get a student portal up and running in your Student Success Hub org. products: - Nonprofit - Education release: "264" --- # Set Up a Student Portal Complete these tasks to get a student portal up and running in your Student Success Hub org. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/images/icon_note.png) Note Requires a Customer Community Plus or Customer Community Plus Login license, such as through Experience Cloud for Learner Success. - **[Learn About Student Portals](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_portal.htm&release=264.0.0&type=5)** Students experience Student Success Hub through an Experience Cloud site that you build for them. This site, or portal, is a place where your students manage their appointments, track their tasks, and connect with their success team. Portals meet students where they live: on their phones and devices. - **[Student Portal Release Information](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_portal.htm&release=264.0.0&type=5)** Student portals have been part of Student Success Hub since the beginning. They need to be updated to add support for new features as those features are released or enhanced. To get your student portal up and running, complete the tasks in this article. - **[Object and Field Permissions for Student Portals](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_portal.htm&release=264.0.0&type=5)** To make a feature available and functional in the student portal, set permissions for it. - **[Balance Visibility and Security in the Student Portal](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_portal.htm&release=264.0.0&type=5)** Students need to be able to see data about support staff . There are two main approaches to controlling this visibility. Each approach depends on a combination of sharing settings and membership settings, and each has its own requirements and implications. - **[Create Your Student Portal](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_portal.htm&release=264.0.0&type=5)** Start creating the site from a Digital Experiences template. - **[Add Components to the Site](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_portal.htm&release=264.0.0&type=5)** Now that you've created your site, you're ready to add components in the Experience Builder workspace. ## Learn About Student Portals Students experience Student Success Hub through an Experience Cloud site that you build for them. This site, or portal, is a place where your students manage their appointments, track their tasks, and connect with their success team. Portals meet students where they live: on their phones and devices. To get you started, Student Success Hub installs a sample unpublished student portal, called Student Success Hub Portal, that you can explore and use for ideas for your own higher ed institution. It's not meant to be used in production without customization. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/images/icon_note.png) Note The sample portal doesn't include any student members. To work with the sample portal, add a student profile in the site's Administration workspace. For instructions, see [Manage Your Student Portal](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_portal_manage.htm&release=264.0.0&type=5 "Customize site emails, add members, and preview, test, publish and promote your Student Success Hub portal."). Every student portal is unique, so we'll document the essentials you need to set up a basic, mobile-optimized site using the Salesforce Customer Service template. Then, we'll show you how to build some recommended functionality using some Student Success Hub Lightning components. But ultimately, you and your support staff get to decide how you want to design and build a site that best supports your students' experience with Student Success Hub. For a comprehensive guide to the many aspects of Experience Cloud sites not covered here, see [Set Up and Manage Experience Cloud Sites](https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/communities.pdf). ## Student Portal Release Information Student portals have been part of Student Success Hub since the beginning. They need to be updated to add support for new features as those features are released or enhanced. To get your student portal up and running, complete the tasks in this article. ## Object and Field Permissions for Student Portals To make a feature available and functional in the student portal, set permissions for it. See [Configure Student Permissions](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_security_perms_student_hed_configure.htm&release=264.0.0&type=5 "Give students the object and field permissions they need to use Student Success Hub from the portal."). ## Balance Visibility and Security in the Student Portal Students need to be able to see data about support staff . There are two main approaches to controlling this visibility. Each approach depends on a combination of sharing settings and membership settings, and each has its own requirements and implications. Regardless of the approach you choose, first set up your organization-wide default sharing settings and site preferences. 1. From Setup, go to the Sharing Settings page and make sure that **Default External Access** for the User object is Private. You don't want students to have wide open access to all Users in your org. For details on how to configure sharing settings for other objects for portal security, see [Student Success Hub Sharing Settings](https://help.salesforce.com/s/articleView?id=sfdo.ssh_sharing_settings.htm&release=264.0.0&type=5 "Review and edit the org-wide default sharing settings for the objects that Student Success Hub uses."). 2. From the site's Administration workspace, go to the Preferences page and select **See other members of this site**. Next, consider the following two approaches.

Approach

What It Does

Requirements and Implications

Create a User sharing rule that shares (read only) Internal User records with Customer Portal Users.

Enables a student to see and schedule with a support staff member on their success team.

How you define the sharing rule (group membership versus criteria, roles versus groups, and so on) depends on how you've defined your Internal and site User role hierarchy.

If a support staff member is also a site member, the student can click the staff member's name to see their profile (and schedule an appointment directly from their profile page, if configured).

If a staff member is not a site member, the student clicking the staff member's name will encounter a permissions error.

Select Site User Visibility in Sharing Settings.

Enables any site member (as defined in the Members view in the site's Administration workspace) to see any other member.

You must add support staff members as site members—either by profile or permission set. Otherwise they won't be visible to students.

Important
Important Students can see support staff as well as other students in the site. This level of visibility typically brings with it the added responsibility of moderating the student portal. Consider this implication carefully if you choose this approach.
## Create Your Student Portal Start creating the site from a Digital Experiences template. 1. From Setup, search for and then select **All Sites**. (If you don't see this option, enable Digital Experiences first.) 2. Click **New**. 3. Select one of the templates that supports drag-and-drop components in Experience Builder (look for tiles that show the lightning bolt icon). For example, choose the Customer Service template. 4. Click **Get Started**. 5. Enter a name and the part of the site's URL that identifies the portal. 6. Click **Create**. ## Add Components to the Site Now that you've created your site, you're ready to add components in the Experience Builder workspace. See [Student Portal Components](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_portal_components.htm&release=264.0.0&type=5 "Learn about the custom Lightning components you can use in a Student Success Hub student portal.") to learn how to configure the components that work best for your institution's needs.