Skip to main content
An authenticated portal user is a member who logs in to your Experience Cloud site with their own credentials. You enable one the standard Salesforce way — turn a Contact into a customer user — then assign the fusionCore portal permissions. fusionCore recognizes the logged-in member at runtime and tailors its components to them; the profile sections, for example, show that member’s own Account and Contact data.

​
Prerequisites

  • A portal site already created — see Setting up a Portal Site.
  • The Contact you are enabling has an Account.
  • Your own user has a role assigned (required to create a customer user).

​
How to Enable a Portal User

1

Enable the customer user on the Contact

On the Contact record, click Enable Customer User.
A Contact record with the Enable Customer User action highlighted

The Enable Customer User action on a Contact

2

Validate and save the new user

Review the New User Information, then click Save.
The user creating the customer user must have a role assigned. Without one, Salesforce throws an error and the save fails.
The New User Information page for a community user
3

Assign the portal permission set group

In Setup, search for Users in the Quick Find box and select it. Click the new community user, then assign the fusionCore - Portal User permission set group. Delivered by the fusionCore Layouts package, this group bundles the member-facing portal permission sets — My Orders, My Profile, My Subscriptions, Checkout, Installments, Cancel/Renew/Manage Subscription, My Wallet, Payment Confirmation, and roster access — so a member gets everything they need from a single assignment rather than from individual permission sets.
The user detail page in Setup
Assigning the fusionCore - Portal User permission set group to the user
To assign portal permissions to many users at once, use User Access Policies.

​
Limitations and Common Pitfalls

  • Your own user needs a role before creating customer users. If the running user has no role assigned, the customer user save fails with an error. Assign a role first.
  • A portal user with no permission set group sees little. The fusionCore - Portal User permission set group grants the access the portal components rely on. Assign it, or the member’s profile and other portal pages will not load correctly.