Community Portal User Activation and Deactivation

Adding a new user

  1. Go to the Contact record of the user you want to add
  2. Make sure the box next to Is Active User is checked
  3. Click on Enable Customer User
  1. Select Customer Plus Login - Shared Platform from the Profile drop-down menu
  2. Uncheck the Quick Access Menu box
  3. Hit Save

If the user will need to have access to submit CRA activity reports (confirm with project specialist), complete the following additional steps:

  1. Navigate to their fund role through the Fund record or through Fund Roles on the Contact record.
  2. Check the Share Fund Info In Portal box.
  3. Hit Save. The user will receive an email with login information.
  1. To test what the user will see, go to their Contact record and click on Log in to Experience as User

Troubleshooting

Project not available in Funds tab

  • Navigate to the user's fund role and uncheck and then recheck the Share Fund Info in Portal Box.
  • Make sure they are using the correct email address as their username and logging in at the correct link. https://makeway.force.com/sharedplatform/login

User doesn't know login credentials

Each user’s username is their email address. They can select the Forgot password function on the login page to receive a new password. We do not have access to user passwords to provide to them.

  • You can confirm the user's username by going to their Contact record and clicking on View Customer User
  • You can also reset their password from here by clicking on Reset Password

Deactivate or Reactivate User

To Deactivate:

  1. Navigate to the user's Contact card
  2. Click View Customer User
  3. Click on Edit
  4. Uncheck the box next to Active
  5. Click Save
  1. Navigate to their Fund Role
  2. Uncheck the box next to Share Fund Info In Portal

Confirm that the person isn't active with other projects before deactivating. You can refer to this Salesforce report to check.

MakeWay Foundation Staff

Process is the same as for external users, but ".portal" must be added to the end of their username to make it unique.

To Reactivate:

  1. Go to contact card -> View Customer User -> re-check the box next to Active -> Save
  2. Go to the Fund Role -> Edit -> re-check the box next to Share Fund Info in Portal? -> Save