HOW TO: Update user details on a community portal account

Prerequisite: You must have a Salesforce ADMIN account to reset passwords for committee members or for AFDO members.

1

Login to AFDO’s Salesforce dashboard

  • Navigate to https://afdo.my.salesforce.com/
  • enter you email address in the username field
  • enter your password, in the password field
  • Click the LOG IN button

2

Navigate to the SETUP page

  • In the upper right corner of your screen, click the GEAR icon.
  • From the gear dropdown, click the SETUP link.

click the gear icon, then click the setup link in the dropdown

3

From the Setup page, navigate to the USERS page

  • In the live search bar on the left, type the word: Users
  • You will see several results. Click the word Users at the bottom of the list.

enter USERS in the search bar, then click the USERS link in the results

4

Select Active Community User List

  • Next, you’ll be on the USERS page.
  • Find the VIEW dropdown field, and select ACTIVE USERS – COMMUNITY

NOTE: the “Active Users – Non Community” list consists of internal AFDO staff member login, connected to the AFDO Salesforce administrative site (https://afdo.my.salesforce.com/) – NOT the community portal.

5

Find the user account, click the EDIT link

  • In the USERS page you will see a table of all the active users.
  • FIND the name of the person who needs their password reset.
  • Click on the EDIT link to the left of their full name.

6

Edit user account

  • You will be taken to the user account edit screen
  • Find the field(s) you need to edit, and make the needed changes.
  • Click the SAVE button.

That’s it!