Skip to main content

Return to TX Community

Liaison

Correcting a Community User that is related to the wrong Contact record

Community registration matches on email so if multiple Contact records have the same email, the system will pick the first one it finds.

Locate the Contact record that was incorrectly assigned

  1. Navigate to the Contacts (or Students) tab.
  2. Click on the Contact record that should be removed.
  3. Click on Disable Customer User

TargetX_Communities_disableuser.jpeg

  1. Review the message that appears and then select Disable Customer User.

TargetX_Communities_confirmdisable.jpeg

Locate the correct record that should have a Community record.

  1. Navigate to the Contacts (or Students) tab.
  2. Click the Contact record that should have a Community User.
  3. Click Enable Customer User.

TargetX_Communities_enableuser.jpeg

  1. This will take you to the New User page.
  2. Select the appropriate User License and Profile.
  3. Make sure an Email has been specified.
  4. Save your changes.
  5. If you have Communities configured, a message will display:

TargetX_Communities_welcomeemailmessage.jpeg

  1. Click Ok.

 

  • Was this article helpful?