How to enable login for Student, Faculty, and Admin Users

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Overview Steps For Student Note For Faculty For Admin Users (not System Admin) See also

Overview

This article will cover what you, as system admin, will need to do for:

Student and Faculty members to be able to login to their respective portals (Student Community and Faculty Community).
Admin users (not system admin) to be able to login to RIO Admin console.

If you signed up as a student from the Student Community/Portal, the User, License, Permission Sets, etc. will all be automatically created for the student.

The steps here are for cases where you manually create a student Contact.

Create a Contact.
- If it is for a student, set the Contact Type = Student.
On the top right side of the page, click on 'Enable Customer User'.
Add the required User License and Profile.

The User License should be 'Customer Community Login', and the Profile should be 'REDU - Student'.

Ensure that the student user is given the 'REDU - Student' Permission Set Assignment.
If you have other Permission Set Assignments for students, ensure that a Permission Set Group containing those are assigned.
An email will be sent to the Student user to reset the password and login to the Student Community.

Unlike students, you will need to create a User first, then create a Contact using that User.

Head to Setup > Users.
Create a new user.
Assign 'Salesforce Platform' as the User License, and 'REDU - Platform Faculty' as the Profile.
Ensure that the User is given the 'REDU - Faculty' Permission Set Assignment.
If you have other Permission Set Assignments for that User, ensure that a Permission Set Group containing those are assigned.
Under Setup, head to Public Groups.
Edit the REDU - Faculty group, and add the User to the group.
Finally, create a Contact manually, and then assign the User (that you have created from step 1 - 4) to it.
An email will be sent for the Faculty user to reset the password and login to the Faculty Community.

In this scenario, you will have to:

Create a Contact for the faculty.
Check the 'Faculty Member?' checkbox and provide an email address.
On the top right side of the page, click on 'Enable Customer User'.
Edit the User.
The User License should be 'Customer Community Plus Login', and the Profile should be 'REDU - Faculty'.

This is only if Salesforce Platform is not available as a User License.
Ensure that the faculty user is given the 'REDU - Faculty' Permission Set Assignment.
If you have other Permission Set Assignments for faculty, ensure that a Permission Set Group containing those are assigned.
Under Setup, head to Public Groups.
Edit the REDU - Faculty group, and add the User to the group.
An email will be sent for the Faculty user to reset the password and login to the FacultyCommunity.

Head to Setup > Users.
Create a new user.
Assign 'Salesforce' as the User License, and 'REDU - Admin' as the Profile.
Ensure that the User is given the 'REDU - Admin' Permission Set Assignment.
If you have other Permission Set Assignments for that User, ensure that a Permission Set Group containing those are assigned.
An email will be sent for the admin to reset password and log into the console.