Can We Create Multiple Roles in Portal?

Yes, you can create multiple roles in the Portal. Here are the steps to create multiple roles in the Portal.

Salesforce Classic:

For role settings, click on the ‘All Tabs’ icon and you will be redirected to the All Tabs screen. Now click on ‘Customer Portal Roles’.

Now for adding a new role, click on “New” and fill the following details .

Role Name: Enter the Role Name.

Description: Enter the description for the Role.

Is Primary: Tick Mark if the role is primary.

After configuring all the details click on the “Save” button to create the multiple roles.

Salesforce Lightning:

For role settings click on the ‘App Launcher’ icon and you will be redirected to the All Item screen. Now click on ‘Customer Portal Roles’

Now for adding a new role, click on “New” and fill the following details.

Role Name: Enter the Role Name.

Description: Enter the description for the Role.

Is Primary: Tick Mark if the role is primary. 

After configuring all the details click on the “Save” button to create the new role. 

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