Create Contacts as a Customer Admin

Markus Kraus
Kilo Sage

hi everyone,

i‘d like to implement direct user creation by customer admins.

The OOTB process relies on the companies registration code and requires a self registration.

In addition to this we want the customer admins to directly create contacts via the portal (?id=form&table=customer_contact&sys_id=-1).

i thought about modifying the OOTB ACLs on customer_contact to include the customer admin role in addition to the existing customer service manager.

is there an OOTB way of doing it that does not require modification of ACLs?

1 ACCEPTED SOLUTION

Soeren Maucher
Mega Sage

You could create a Catalog Item on the portal e.g. "Create new Contact". When it is submitted it will trigger a flow in which you can create the contact/user. Make sure to set the "Run as" property on the flow to "System User", becaus then the flow will run with full privileges. 
find_real_file.png

I hope this helped! 

Greetings, 
Sören

View solution in original post

3 REPLIES 3

Soeren Maucher
Mega Sage

You could create a Catalog Item on the portal e.g. "Create new Contact". When it is submitted it will trigger a flow in which you can create the contact/user. Make sure to set the "Run as" property on the flow to "System User", becaus then the flow will run with full privileges. 
find_real_file.png

I hope this helped! 

Greetings, 
Sören

Pooja Kulkarni2
Tera Contributor

Hi.. Did you find a solution to this one?

There is no OOTB way (besides the user self registration) to create a new user. Therefore is used a custom catalog item just as it was suggested in the marked solution.