Skip to content

W-18763513 Content for enabling existing SF users to log in jh #69

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Open
wants to merge 1 commit into
base: latest
Choose a base branch
from
+34 −0
Open

W-18763513 Content for enabling existing SF users to log in jh #69

Show file tree
Hide file tree
Changes from all commits
Commits
Show all changes
1 commit
Select commit
File filter

Filter by extension

Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
26 changes: 26 additions & 0 deletions modules/ROOT/pages/enabling-existing-saleforce-users-to-access-a-portal.adoc
View file
Open in desktop
Original file line number Diff line number Diff line change
@@ -0,0 +1,26 @@
= Enabling Existing Salesforce Users to Access a Portal
ifndef::env-site,env-github[]
include::_attributes.adoc[]
endif::[]

Enable existing Salesforce users access to a portal so they can view an API portal. Admins can quickly enable existing Salesforce users without recreating profiles, permission sets, or setting up SSO.

Configure access using the xref:Existing User Request Access Lightning component for users to request access to the portal. After a user requests access, the user must be manually added in Salesforce, then approve the request. An email is sent to the user with instructions about how to log in.

== Enable Access to a Portal for Existing Salesforce Users

. Configure Existing Salesforce Users to log in:
.. From the Builder, click Home icon > *Administration* > *Login & Registration*.
.. Scroll down to the Login Page Setup and select *Allow employees to log in directly to an Experience Cloud Site*
.. Click *Members*, select *API Experience Hub Member User from Available Permission Sets* and click *Add* to populate the permission set in *Selected Permission Sets*.
. Add the *Existing User Request Access* Lightning component to your portal page:
.. From the Builder, click the Lightning component icon, select *Existing User Request Access* from *Custom Components*, and drag the component to where you want it located in the portal page.
.. Click the component on the page and enter these fields:

* Label: enter *Username*
* Placeholder: Enter *Enter your username*.
* Redirect to: Enter a URL of a page to redirect to after a user requests access.
* Button Label: Enter a name for the access button.
. Approve or reject the user:
.. Go to *User management* in the portal and click *Pending registration requests*.
.. Locate the user in the list and click *Approve* or *Reject*.
8 changes: 8 additions & 0 deletions modules/ROOT/pages/requesting-access-to-a-portal.adoc
View file
Open in desktop
Original file line number Diff line number Diff line change
@@ -0,0 +1,8 @@
= Requesting Access to a Portal for Salesforce Users
ifndef::env-site,env-github[]
include::_attributes.adoc[]
endif::[]

Request access to a portal if you're already a Salesforce users.

== Request Access