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Managing Users

View and manage users, access requests from guest users, and manage how users login. Users can self-register for your portal by default.

Manage Portal Members

Manage portal members using the Portal members page. When a guest user’s registration is approved, the user’s name is added to the list of members. You can view a searchable list of current members and manage their accounts by enabling or disabling them.

View and Search for Members

Find members by entering the member’s name or email address in the Search by name or email box. The member is listed in the search results.

Enable or Disable Access to Your Portal

When a user’s access to the portal is approved in the Pending registration requests page, the Enable portal access slider is enabled in the Portal members page. Disable a user’s access by moving the slider to off.

Manage Pending Registration Requests

Use the Pending registration requests page to approve or reject requests for users who registered to access the portal. You can view the user’s name, email, registration date, and registration status of the users who register for access. The maximum pending user registration requests is 500.

When the registration is approved, the user is removed from the list on the Pending registration requests page and added to the list of members on the Portal members page.

If the registration is rejected, the user is removed from the list and can’t log in and access the portal.

Approve or Reject Member Registration

After a guest user registers for an account using self-registration, approve or reject the request.

  1. Click Pending registration requests.

  2. To find a user, enter the user’s name or email in the Search by name or email box.

  3. Click Approve or Reject.

Manage Login Settings

Disable or enable self-registration for external users and set up single sign-on for your portal using the Login settings page. Self-registration enables guest users to register themselves as members of your API portal. From the Pending requests page, you can see a list of pending requests from guest users who want to access your portal.

Disable or Enable Self-Registration

By default, the ability for external users to self-register is enabled. This allows guest users to register, become a member, and access your portal site. Administrators can disable self-registration.

Self-registration is for new users only. Existing users can’t self-register. They must use an identity provider to access the portal.

To disable external user registration, from the Login settings page turn off the Allow external user registration option.

To enable external registration again, turn on the Allow external user registration option.

Configuring Single Sign-On (SSO)

The Single sign-on (SSO) section provides information about how to set up your portal with SSO. For detailed instructions about configuring SSO, see Enabling Single Sign-On for Your Portal.

Manage Salesforce Identity Providers

When enabling SSO, you can add new Salesforce identity providers and delete the providers that you previously configured, and enable and disable them as needed. When the identity provider is enabled, users can log in to the portal using this identity provider.

To add a new identity provider or delete an existing one:

  1. From the User management, select Login settings.

  2. From the Single sign-on (SSO) section, scroll to the Add Salesforce identity providers section.

  3. Click Select identity provider and select an option from the dropdown menu.

  4. Click + Add identity provider.

    The identity provider is added to the list.

  5. If you want to delete the identity provider, click Delete.

To enable or disable an identity provider:

  1. From the Single sign-on (SSO) section, scroll to the Add Salesforce identity providers section.

  2. Move the slider to Enabled next to the name of the identity provider.

  3. If you want to disable the identity provider, move the slider to Disable.

Next Steps

You can further customize and brand your portal using the Experience Builder by clicking Preview and publish your portal.

See Also