e📌 📌 Create a myGlamox Portal user in Salesforce
:📌 Create a myGlamox Portal user in myGlamox
📌 How to deactivate a myGlamox Portal user
Create a myGlamox Portal User in Salesforce
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If the contact exists but is not yet added to the portal jump to the correct step here. |
1️⃣
Go to the “Accounts” view and locate the account to which you want to add a new user.
Ensure you are viewing the correct account by verifying the account name displayed within the orange-highlighted box.
2️⃣
Click on “Contacts” - here you will see all the related contacts of the account displayed within the blue-highlighted box.
Please ensure your contact does not exist before moving on to step 3.
3️⃣
Click the “New Contact” button.
You will then be asked to fill in your contact information.
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Please enter an individual professional work e-mail address that is unique to you contact. |
Click the “Save” button when finished. Your newly created contact will now show up in the Account contact list highlighted in the Blue Area on image guide 1.
4️⃣
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Select the contact you want to give access to the portal from the contact list
5️⃣
Click the "Create User" button on the Contact page to onboard the contact to myGlamox.
This will trigger a welcome email to the contact’s email address (entered in the Contact Information section). The email will include instructions for setting up a password.
6️⃣
The button will automatically be changed to Log in as user.
Clicking the “Log in as User” will take you to the myGlamox Portal as a Contact.
Create a myGlamox Portal User in myGlamox
By creating a new contact from myGlamox, a new contact is added to the Account in Salesforce.
In myGlamox Customer Portal
In salesforce
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Please note that the Contact must be onboarded to the Portal by clicking Create User in the contact's page in Salesforce. After clicking “create user”, If you refresh your page the button will change to “log in as user”.  |
How to deactivate a myGlamox Portal user
Selecting "No longer employed" for a user will deactivate their account, preventing access to the customer portal. The contact will remain visible in Salesforce under Contacts. To reactivate the contact, simply uncheck the "No longer employed at company" box in Salesforce under Contact Details.
In Salesforce
1️⃣
Navigate to the Contact page of the content you want to disable.
2️⃣
In the Details view, click on the edit icon for the “No longer Employed at Company”
3️⃣
Tick of the checkbox for “No longer Employed at Company”
4️⃣
Click the blue save button to confirm disabling the Contact from the myGlamox Portal.
In the myGlamox Customer Portal
Navigate to my profile
Click on My Team
Click the three dots on the right of the contact you wish to deactivate
