- Customer 360 10.5
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Status of the customer organization you want to onboard.
Name of the portal to associate with the customer organization.
After you save the record, you cannot change the associated portal for the user.
Email address of the user.
Portal User Role
User role that you want to assign to the portal user. You must add at least one customer administrator user.
Portal User Indicator
Indicates if you want to add the person as a portal user. Select this option.
Portal User Name
User name for the portal user. For example, the email address of the portal user.
Updated January 30, 2023