--- schema_version: "1" id: d79743633a25a69bd7d34ea67d2bbae7c22ac0580e2c86bcc0562f18608f54af title: Manage Your 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_manage.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_portal_manage.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: a554aa1bdbf220925f1ea8b63b7df5b2aa02327ab147498ee6fd13ea7c5eed0a description: Customize site emails, add members, and preview, test, publish and promote your Student Success Hub portal. products: - Nonprofit - Education release: "264" --- # Manage Your Student Portal Customize site emails, add members, and preview, test, publish and promote your Student Success Hub portal. ![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. - **[Customize Site Emails](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_portal_manage.htm&release=264.0.0&type=5)** Email notifications sent from an Experience Cloud site are managed separately from the appointment email notifications sent to support staff and students. As part of customizing your portal's branding (not covered in this documentation), remember to also customize the branding and contents of site emails, and control when they're sent. - **[Add Site Members](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_portal_manage.htm&release=264.0.0&type=5)** Configure the users who can access your student portal. - **[Preview, Test, and Activate the Site](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_portal_manage.htm&release=264.0.0&type=5)** Before launching your site, test it thoroughly while logged in as a student User. Verify access to and display of all the pages you've published. Verify that the contents of email notifications are updated and that you've remembered to re-enable the welcome emails that you disabled to reduce noise during setup. - **[Promote the Site](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_portal_manage.htm&release=264.0.0&type=5)** Encourage students to upload their profile photos in the portal so that support staff can put faces to names when viewing Student Record Cases in Student Success Hub. Profile photos are displayed on the Contact record. ## Customize Site Emails Email notifications sent from an Experience Cloud site are managed separately from the appointment email notifications sent to support staff and students. As part of customizing your portal's branding (not covered in this documentation), remember to also customize the branding and contents of site emails, and control when they're sent. For more information about notifications, see [Set Up Email for Appointments](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_email_appointments.htm&release=264.0.0&type=5 "Complete these tasks to configure when and how Student Success Hub sends appointment-related emails to support staff and students."). ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/images/icon_important.png) Important While you're setting up your portal, pay extra attention to the setting for sending welcome emails to new members. Make sure that it's turned off until you've finalized membership and are ready to open the site to students. 1. From Setup, search for and then select **All Sites**. 2. Click **Workspaces** next to your site's name. 3. Click the **Administration** workspace, and then click **Emails**. 4. Verify and customize settings as needed, again making sure that you disable the Send welcome email option until you're ready to launch the site. ## Add Site Members Configure the users who can access your student portal. 1. In the Administration workspace, click **Members**. 2. In the Select Profiles section, to add the Customer Community Plus User, Customer Community Plus Login User, or your own custom student profile, change the Search selection to **Customer** and add the appropriate profiles to the Selected Profiles list. To add the System Administrator, Student Success Hub support staff, or a custom support staff profile, change the Search selection to **Internal** and add the appropriate profiles. 3. Save your changes. ## Preview, Test, and Activate the Site Before launching your site, test it thoroughly while logged in as a student User. Verify access to and display of all the pages you've published. Verify that the contents of email notifications are updated and that you've remembered to re-enable the welcome emails that you disabled to reduce noise during setup. For help with common issues, see [Troubleshoot the Student Portal](https://help.salesforce.com/s/articleView?id=sfdo.ssh_reference_troubleshoot_portal.htm&release=264.0.0&type=5 "Learn ways to resolve common problems with building and managing your Student Success Hub portal.") and [Troubleshoot Field-Level Security Permissions](https://help.salesforce.com/s/articleView?id=sfdo.ssh_reference_troubleshoot_fls.htm&release=264.0.0&type=5 "Fix permissions errors that occur in Student Success Hub."). When you're ready to launch, activate the site so that all of your customizations take effect, and then activate it to make it available to students. 1. In the site's Administration workspace, click **Settings**. 2. Click **Activate**, and then click **OK**. Your student portal is now open for business! ## Promote the Site Encourage students to upload their profile photos in the portal so that support staff can put faces to names when viewing Student Record Cases in Student Success Hub. Profile photos are displayed on the Contact record. 1. After the student logs in to the portal (following the link in the welcome email), in the page header, click the student's name, then click **My Profile**. 2. Click the camera icon next to the profile photo placeholder and upload a photo. 3. Save the changes.