How do I Create New Community Users?

Before creating a community user, ensure that they already have a contact record in Magentrix. If they do not, create their contact record before you create the user. If you want the user(s) to have specific security permissions, be sure to create a security role with these specific permissions before you configure the user.

You can Mass Create Community Users by:

1. Producing a CSV file with a single column of all the 12 or 18 digit Contact IDs of the users you wish to create. Do not label this column.

2. Go to the Setup Home page.

3. Click Add Multiple Community Users.

4. Upload the CSV File and select the Default Role these users will have.

5. Click Submit.

You can Enable Self-Registration. This allows users to independently sign-up for your portal.

1. Go to the Setup Home page.

2. Click Manage > Company Preferences.

3. Click on the Members Settings tab and click Edit.

4. Check the Allow Self-Registration box.

5. Select the Default Role self-registered users will have and provide the Bucket Account ID.

6. Click Save.

​Click here In order to get more information about Enabling Self-Registration.