It was my understanding that those roles were created automatically by salesforce once you create the first user for that account. It sounds as though you must have a Customer Community Plus license. Regular Customer Communities do not use Roles, instead they only use Profiles.
How to create a community user in Salesforce?
So to create a community user, the first step is to create a contact for the user. Go ahead and create a contact. Add a First Name, Last name, Email and any other details that make sense. Now add the details as discussed above. You’ll need to add an account. This should be a generic account for all of your customer community users.
How to restrict a user to just one role in Salesforce?
I think that the PartnerRole options are set when a user is created. This means that for existing users, you can’t restrict them to just one role – they’ll always have a choice of three. As far as I know, the only way around this is to recreate these user accounts. Thanks for contributing an answer to Salesforce Stack Exchange!
How do I change the owner of a workspace in Salesforce?
Navigate to setup -> All communities -> click workspaces next to your community -> click the administration time. The administration page should be open, click the preferences tab, scroll down until you see the Record Ownership section. You should see the default owner listed.
How many community roles should I use?
If you are using a Community Plus license, for best performance, you really only want to use 1 single role throughout your community and not create a new role for every account. See Set the Default Number of Community Roles in the Help for more on this.
How do I assign a role to a community user in Salesforce?
To add users and assign roles:On the Overview tab in Site.com Studio, click Site Configuration | User Roles.Click Add Users.In the Available Users section, highlight the user you want to add.Select the role from the Add as drop-down list.Click the arrow to move the user to the Selected Users section.Click Save.
What is community user in Salesforce?
How to create partner community user in Salesforce. Partner community users are based on accounts. This means that instead of just creating a contact we need to create an account and a contact. Then we create a user out of that contact.
Is role required for user in Salesforce?
Profiles are required, but roles are not. Profiles determine which objects, fields, etc. a user can access, and roles determine what records a user can see relative to others in the organization’s hierarchy.
Can a user exist in Salesforce without a role?
While creating a user we can create user without roles, but actual functionality was explained below: Roles (configured under Admin Setup->Manage Users->Roles) are used to control which Salesforce records are available to users assigned to the role. Unlike Profiles, there is no configuration in a role.
Can community user create account?
Community Users who have the Customer Community Plus license are allowed to create accounts.
What is the difference between customer community and customer community plus?
Customer Community – Business-to-consumer communities with large numbers of external users. Enable customer self-service, extend business processes, and build deeper customer relationships. Customer Community Plus – Business-to-business communities for support and non-sales scenarios, such as eCommerce.
Is role mandatory for user?
As role hierarchy plays a role in record level sharing, it’s not mandatory to assign role. (as mentioned above, records can be shared through various ways ). Hope this will help you!
What is difference between roles and profiles?
Profiles are like circles, whereas roles are arranged into a hierarchy (when using the Role Hierarchy): Profiles are like circles of users that share the same function, eg. ‘Marketing’, ‘System Admin’, ‘Sales’, ‘Support’. Roles are how users relate to each other in a hierarchy, eg.
What are user roles in Salesforce?
Salesforce offers a user role hierarchy that you can use with sharing settings to determine the levels of access that users have to your Salesforce org’s data. Roles within the hierarchy affect access on key components such as records and reports.
Can two user have same role in Salesforce?
The same role can be given to multiple users and they may or may not have the same permissions. A Role can be assigned to the user at any point of time.
Can we create a new user without role and profile?
You can’t create a user without profile but you can create without role.
How community user is created?
From Setup, in the Quick Find box, enter Profiles , then select Profiles. On the Profiles page, click Clone next to the Customer Community Login User, the Customer Community Plus Login User, the Customer Community Plus User, or the Customer Community User profile. Enter a name for the cloned profile and save.