Salesforce B2C Commerce 24.7 > Administering Your Organization > Global Preferences > Security Settings

Migrate Users to Unified Authentication Via Account Manager

Let your users log into their instances via Account Manager by migrating them to Unified Authentication. Once migrated, users need to manage only one set of login credentials. You can increase security on your instances by using Account Manager's two-factor authentication.

We provide several stages for this migration, to gradually introduce the change to your users. Before beginning migration, we recommend that you export a backup file with your user data. allowlist all hostnames used for Business Manager, even if you've disabled the Permit allowlisted Hostnames Only setting in the security module.

Once your first user migrates to unified authentication, you can't deactivate unified authentication. To revert to local authentication, contact support.

  1. Select Administration > Global Preferences > Security and select the User Authentication tab.
  2. Select which migration phase you want for your organization.
    1. No Unified User Authentication

      All users log into their instances using their specific instance login credentials.

    2. Unified User Authentication Supported

      You can provide power users with a link that lets them link their instance and Account Manager accounts.

    3. Unified Authentication Encouraged

      A prompt appears when users log into their instances, instructing them to link their instance and Account Manager accounts. Users can still log in without linking their accounts.

    4. Unified Authentication Mandatory

      A prompt appears when users log into their instances, instructing them to link their instance and Account Manager accounts. Users cannot log in until they've linked their accounts.

    5. Unified Authentication Only

      Users can only log into their instance via Account Manager's login. At this point, you have to manually provide a link to any users who haven't linked their accounts.

  3. You can enter roles that you want all migrated users to automatically have.
  4. You can see the migration status, including how many users have migrated to unified login and what percentage of your users have migrated.
  5. Click Apply.
  • Manually Migrate Users to Unified Authentication
    Sometimes users can't link their Business Manager and Account Manager profiles. When the two accounts have different email address, a user can't migrate to unified authentication. However, you can manually migrate the user from Business Manager to Account Manager. This applies for administrators who are manually migrating users to unified authentication. This doesn’t apply to administers who started using B2C Commerce after October of 2019 because their organizations automatically use unified authentication.
  • Revert Users from Unified Authentication
    With Unified Authentication, your users can log into Business Manager via Account Manager. Unified Authentication streamlines the login process and reduces the number of login credentials the users have. You can't revert migrated users to the Business Manager login using Business Manager. Instead, revert affected users by exporting the users, modifying the file, and reimporting the users. This applies for administrators who are manually migrating users to unified authentication. This doesn’t apply to administers who started using B2C Commerce after October of 2019 because their organizations automatically use unified authentication.
  • User Authentication
    Always use unified authentication in Salesforce B2C Commerce if you are an administrator. Traditionally, we always used local user authentication, but a local user can perform only a local login into the Business Manager instance on which their credentials were created. After a site migrates to unified authentication, the site requires unified authentication on Account Manager, where a user can perform a global login into any Business Manager instance in their organization.

Infocenter Retirement: On June 30, 2023, the Infocenter was retired, and documentation currently hosted on the Infocenter will be published to Salesforce Help, Commerce Cloud Developer Center, and Salesforce B2C Commerce Developer Documentation Resources. For more information, see the release note.