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  4. Enabling Portal Access to Salesforce Users

Enabling Portal Access to Salesforce Users

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

Use the Builder to configure access. After a user requests access, you can approve the request from the Pending registration requests page from Manage users. An email is sent to the user with instructions about how to log in.

Enable Portal Access to Salesforce Users

Enable Salesforce users to access the portal.

  1. Enable Salesforce users to log in:

    1. From the Builder, click the Home icon > Administration > Login & Registration.

    2. From the Login Page Setup section, select Allow employees to log in directly to an Experience Cloud Site and click Save.

  2. Add the API Experience Hub Member User permission set:

    1. From Administration, click Members.

    2. From the Select Permission Sets section, select API Experience Hub Member User from Available Permission Sets in Available Permission Sets and click Add to populate the permission set in Selected Permission Sets.

    3. Click Save.

  3. Add the Existing User Request Access Lightning component to the portal page:

    1. 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 a portal page.

    2. Click the component on the page and enter these fields:

      • Label: Enter Username.

      • Placeholder: Enter Enter your username.

      • Redirect to: Enter the page name to redirect to after a user requests access. The default is to redirect users to the Registration request successful page.

      • Button Label: Enter a name for the access button.

  4. Approve or reject the user:

    1. Go to User management in API management and select Pending registration requests.

    2. Locate the user in the list and click Approve.

Remove Portal Access From Salesforce Users

Remove access to the portal access for existing Salesforce users who should no longer access your portal.

  1. In Salesforce, go to Setup > Users > Users and select a specific user.

  2. From Permission Set Assignments, delete the API Experience Hub Member User permission set and save your changes.

    The user won’t be able to log in to the portal. In the portal, the user’s name won’t appear in the User management > Portal Members list.

See Also