Administration, Setup, and Configuration25% of the exam
Delegated external user admins and managed accounts
How to let a partner or customer user manage their own account's members: the Delegated External User Administrator permission, supported licenses, assignable profiles and permission sets, the permissions it leaves behind, External Managed Accounts with the Account Switcher, and Account Management.
Given a scenario, recommend and implement Delegated External User administration.
~7 min read · 12 practice questions ·
What the exam expects
- Recommend delegation when an external manager must create, deactivate and reset passwords for their own account's members.
- Check the delegate's license and scope what they manage with the two related lists.
- Set the delegate up: tabs, contact permissions, concealed data, the custom-field limitation.
- Clean up the permissions delegation switches on and never switches off.
- Administer a second account with an External Managed Account and the Account Switcher; expose brand data through Account Management.
Key terms:
- Delegated External User Administrator: profile permission to manage other external users of the account.
- Delegated External User Profiles / Permission Sets: related lists naming what the delegate may manage.
- External Managed Account: managing user, target account and authorized access.
- Account Switcher: profile menu item that moves a managing user between accounts.
- Account Management: the delegate's page for members and partner brand information.
Key facts
Supported licenses
- Detail
- Partner Community, Customer Community Plus, Gold Partner, Enterprise Administration, Customer Portal Manager; not Customer Community
Scoping
- Detail
- Delegated External User Profiles and Delegated External User Permission Sets related lists on the delegate's profile
Auto-enabled, never auto-disabled
- Detail
- Portal Super User (Customer Community Plus profiles); View Roles and Role Hierarchy (all)
Usernames and aliases
- Detail
- View Concealed Field Data on the delegate's profile
Custom User fields
- Detail
- Not visible to delegates on user detail records
External Managed Account
- Detail
- Managing user, target account, Authorized Access (Manage Users); Experience Builder sites only
Account Switcher
- Detail
- Customizable profile menu: add item Type Event, Event Account Switcher; otherwise shown by default
Account Management
- Detail
- Account Brand and Members related lists on the Account detail page
- Which licenses can hold the Delegated External User Administrator permission?
- Why can Customer Community Plus users still see their colleagues' cases after delegation is removed?
- When does a managing user need both Manage Users access and the delegate permission?
- Why can't a delegate read a custom field on a member's user detail record?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Experience Cloud Consultant pack
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