Creating Community Users

Overview

There are three ways to create Community users:

  1. Register a new user through the Community self-registration page.
  2. Use the Enable Customer User button on the Contact.
  3. Mass create and email users using the Create User with Profile field on the Contact.

Create a New User by Registering

Using your Community’s self-registration page is the preferred method, because in one step it creates a user — either for an existing Contact if one exists that matches the data entered on the Registration screen, or for a new Contact — and it simultaneously assigns the user to the Profile associated with your Community and the Permission Set ERxFB_Community, which gives the user appropriate access to FormBuilder components.

Manually Create a New User

You can manually create a user for a Contact by clicking the “Enable Customer User” button on the Contact and then assigning the Permission Set ERxFB_Community.

  1. On the Contact record, click the button Enable Customer User. This will create a user record and open it for editing.
  2. In the New User dialog that opens, select the User License and Profile for your Community:

    This must be the same profile that you configured under All Sites in Digital Experiences as shown here:

  3. Click Save to create the user.
  4. Click the link at the top of user detail page called “Permission Set Assignments”, then click “Edit Assignments” like this:

  5. Then move the “ERxFB_Community” Permission Set from the left window to the right and save:

Mass Create Users

Use this method to mass create users for Contacts and email them the credentialing email associated with your Community. The picklist field on the Contact called “Create User with Profile” automatically creates community users for contacts and sends them the Community’s credentialing email.

Note:
This method does not assign to the new users the Permission Set ERxFB_Community, so you will need to click the “Assign Permission Set to Existing users” button immediately after you create users to assign them the Permission Set.

When the name of a Community Profile is selected from this picklist, ERX FormBuilder creates for the Contact a portal user having this profile.

Configuring the “Create User with Profile” Picklist

In order to add the profiles you are using for your Community to the picklist, go to Setup > Object Manager > Contacts > Fields & Relationships > Create User with Profile. Add to the picklist Values the name of the profile you have configured under “Assign registering users to:” of your Community. You can find it in the “Login & Registration” panel of the Community Administration, as shown here:

Note:
Contacts should already have an account before you use this feature. if a Contact does not have an Account, then you must have FormBuilder associate the Contact with an already-existing Default Account by populating that Account’s ID into the field in the FormBuilder Custom Settings field called “Portal Account ID” like this: