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manage-portal-members-and-prospects

Manage the lifecycle of API Experience Hub portal members and prospects. Use when an admin needs to approve or reject prospects (candidate users), list active members, inspect and update a member's user-group assignments, or disable a member. Covers the full join → approve → assign → disable flow.

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SKILL.md
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Manage Portal Members and Prospects

Overview

Handles the membership lifecycle of an API Experience Hub (AEH) portal. Prospects are users who have requested access but are not yet portal members; members are active users with assigned user groups. This workflow lets portal administrators approve or reject prospects, audit the member list, adjust user-group assignments per member, and disable members who should no longer have access.

What you'll build: A governed portal membership list with the right people assigned to the right user groups.

Prerequisites

Before starting, ensure:

  1. Authentication ready

    • Valid Bearer token for Anypoint Platform
    • AEH Administrator or AEH Portal Administrator permissions

  2. Environment already bootstrapped

    • Connection and portal exist (use the AEH UI if not)
    • At least one user group exists in the portal (see manage-portal-user-groups)

Step 1: List AEH Connections

Retrieve the AEH connections the user has access to.

What you'll need:

  • Bearer token

Action: List connections and pick the one hosting the target portal.

api: urn:api:api-experience-hub-management
operationId: getConnections
inputs: {}
outputs:
  - name: connectionId
    path: $[*].id
    labels: $[*].name
    description: AEH connection ID (Salesforce org link) backing the portal

What happens next: The chosen connectionId scopes every subsequent call.

Step 2: List Portals on the Connection

Pick the target portal whose membership you want to manage.

What you'll need:

  • connectionId from Step 1
api: urn:api:api-experience-hub-management
operationId: getAllApiPortalByConnectionId
inputs:
  connectionId:
    from:
      variable: connectionId
    description: Connection ID from Step 1
outputs:
  - name: portalId
    path: $[*].id
    labels: $[*].name
    description: ID of the portal to manage

Step 3: List Pending Prospects

Retrieve the list of users who have requested access to the portal but are not yet members.

What you'll need:

  • connectionId, portalId
api: urn:api:api-experience-hub-management
operationId: getProspects
inputs:
  connectionId:
    from:
      variable: connectionId
    description: Connection ID
  portalId:
    from:
      variable: portalId
    description: Portal ID
outputs:
  - name: prospects
    path: $.prospects[*]
    labels: $.prospects[*].email
    description: Pending prospects awaiting admin decision
  - name: prospectId
    path: $.prospects[*].id
    description: Prospect ID used by the approve/reject operations

What happens next: Present the prospect list and let the admin choose who to approve or reject.

Step 4: Approve a Prospect

Promote a prospect to an active portal member and assign them to one or more user groups. Repeat per prospect the admin wants to approve.

What you'll need:

  • connectionId, portalId, prospectId
  • User-group IDs to assign (discover via manage-portal-user-groups Step "List User Groups")
api: urn:api:api-experience-hub-management
operationId: approveProspect
inputs:
  connectionId:
    from:
      variable: connectionId
    description: Connection ID
  portalId:
    from:
      variable: portalId
    description: Portal ID
  prospectId:
    from:
      variable: prospectId
    description: The prospect being approved
  approvalRequest:
    userProvided: true
    description: User groups to assign to the new member on approval
    example:
      userGroups:
        - id: 00G1a000000abcD
outputs:
  - name: approvedUserId
    path: $.userId
    description: The user ID of the newly approved member

What happens next: The prospect is now a portal member with the chosen group assignments.

Step 5: Reject a Prospect (Optional)

Reject prospects who should not be granted access.

What you'll need:

  • connectionId, portalId, prospectId
api: urn:api:api-experience-hub-management
operationId: rejectProspect
inputs:
  connectionId:
    from:
      variable: connectionId
    description: Connection ID
  portalId:
    from:
      variable: portalId
    description: Portal ID
  prospectId:
    from:
      variable: prospectId
    description: The prospect being rejected
outputs:
  - name: rejectedProspectId
    path: $.id
    description: The rejected prospect's ID (for audit)

What happens next: The prospect is removed from the queue. They can re-request access later.

Step 6: List Portal Members

Retrieve active portal members to audit who currently has access.

What you'll need:

  • connectionId, portalId
api: urn:api:api-experience-hub-management
operationId: getCommunityUsers
inputs:
  connectionId:
    from:
      variable: connectionId
    description: Connection ID
  portalId:
    from:
      variable: portalId
    description: Portal ID
outputs:
  - name: members
    path: $.users[*]
    labels: $.users[*].email
    description: Active portal members
  - name: userId
    path: $.users[*].id
    description: Portal-member user ID used by per-member operations

Step 7: Inspect a Member's User-Group Assignments

Fetch the specific group assignments of one member.

What you'll need:

  • connectionId, portalId, userId
api: urn:api:api-experience-hub-management
operationId: getCommunityUser
inputs:
  connectionId:
    from:
      variable: connectionId
    description: Connection ID
  portalId:
    from:
      variable: portalId
    description: Portal ID
  userId:
    from:
      variable: userId
    description: Portal-member user ID
outputs:
  - name: memberUserGroups
    path: $.userGroups[*]
    labels: $.userGroups[*].name
    description: Current user groups assigned to the member

What happens next: Present the current assignments; let the admin decide new memberships for Step 8.

Step 8: Update a Member's User-Group Assignments

Replace or extend the user groups assigned to a specific member.

What you'll need:

  • connectionId, portalId, userId
  • Target user-group IDs
api: urn:api:api-experience-hub-management
operationId: addGroupMappingToUser
inputs:
  connectionId:
    from:
      variable: connectionId
    description: Connection ID
  portalId:
    from:
      variable: portalId
    description: Portal ID
  targetUserId:
    from:
      variable: userId
    description: Portal-member user ID
  userGroupsRequest:
    userProvided: true
    description: Full replacement set of user groups for this member
    example:
      userGroups:
        - id: 00G1a000000abcD
        - id: 00G1a000000efgH
outputs:
  - name: updatedUserId
    path: $.userId
    description: Confirmed member ID with new assignments applied

What happens next: The member now has exactly the user groups you specified.

Step 9: Disable a Portal Member (Optional)

Revoke a member's access without deleting their record — useful for offboarding.

What you'll need:

  • connectionId, portalId, targetUserId
api: urn:api:api-experience-hub-management
operationId: disableCommunityUser
inputs:
  connectionId:
    from:
      variable: connectionId
    description: Connection ID
  portalId:
    from:
      variable: portalId
    description: Portal ID
  targetUserId:
    from:
      variable: userId
    description: The member to disable
outputs:
  - name: disabledUserId
    path: $.userId
    description: Confirmed disabled member ID

What happens next: The disabled member can no longer sign in to the portal. Their API contracts remain intact for audit.

Completion Checklist

  • Connection and portal selected
  • Pending prospects reviewed
  • Approved prospects assigned to correct user groups
  • Unwanted prospects rejected
  • Existing members' group assignments audited
  • Offboarded members disabled (if applicable)

What You've Built

✅ Governed Portal Membership — Prospects are triaged and approved members have the right user-group entitlements.

Next Steps

  1. Manage user groups themselves — See manage-portal-user-groups to define the groups referenced here.
  2. Curate the visible catalog — See curate-portal-assets to control which APIs members see.
  3. Monitor contracts — Track which approved members create consumer contracts against published APIs.

Related Jobs

  • curate-portal-assets — Control which APIs and minor versions portal members see
  • manage-portal-user-groups — Define and maintain the user groups assigned here
Repository
mulesoft/mulesoft-dx
Path

skills/manage-portal-members-and-prospects/SKILL.md

Commit

4cf0cf6

Last updated
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