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’.

Customer Portal Roles

Customer Portal Roles All Tab

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

Customer Portal Roles New

Customer Portal Roles Edit

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’

Salesforce Lightning Customer Portal Roles

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

Salesforce Lightning Customer Portal Roles new

New Customer Portal Roles

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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