How can I create automatically create a Community Portal/Experience Cloud User for a membership?
You first need to create your Community/Experience Cloud profile.
Then you need to copy the profile name. To do this:
- Click on setup cog (top right)
- Type "profile" into the quick search
- Select "Profiles"
- Locate the profile for Community User/Experience Cloud User
- Copy the name. This this case "P2Us Customer Portal Manager"
Whilst in setup:
- Click on Object Manager
- Type "Contact" into the Quick Find
- Click into "Contact"
- Click on "Fields & Relationships" tab
- Type "portal" into the quick find
- Click into "Portal User Profile"
Click "New" button and paste the value copied above from the Profile Name
Set up a Flow that sets the field "Portal User Profile" on the Contact to the profile you would like, plus also sets "Enable Portal User" checkbox.
NOTE, the above is provide for information to help advanced admins. Should you require further assistance, you'll need to purchase one of our Premium Support options.