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Installing and Configuring the Partner Portal

Learn how to install and configure the Partner Portal.
S
Sabqat Ruba
17 Mar, 2021 - Updated 5 months ago

Introduction

Business partners can be resellers, consultants, etc., of your company.

This article helps you learn about configuring and customizing a portal for your partners. Read on to learn about the capabilities. 
 

Installing the Partner Portal

Before you can configure the Partner Portal, you must install it.

To install and use the Partner Portal, please contact the Vtiger Support Team via email (support@vtiger.com). You can find other contact details here
 

Navigating to the Configuration Page

After you have installed the partner portal, you are ready to configure it! 

 

Note: After the installation, you will also see the modules - Partner Contacts and Partner Organizations under Main Menu > Sales. To learn more about them, click here.

 

Follow these steps to go to the portal configuration page:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click the Settings button at the bottom of the menu.
    • This will take you to the Settings page.
  4. Look for Partner Portal under Marketing & Sales.
 

You will land on the portal configuration page.
 

Configuring the Partner Portal

Below are the things that you can configure.

Default Assignee

Default assignee is the default case owner for any case created from the Partner Portal.

Follow these steps to set up a default assignee for cases:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click the Settings button at the bottom of the menu.
  4. Click Partner Portal under Configuration.
  5. Look for the Default Assignee field.
  6. Click the drop-down and choose a user.
  7. Click Save.

Forgot Password Template

You can choose the email template for the forgot password email. This email is sent when a partner hits the ‘forgot password’ link on the login page of the portal.

Follow these steps to choose a template:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click the Settings button at the bottom of the menu.
  4. Click Partner Portal under Configuration.
  5. Look for the Forgot Password Template field.
  6. Click the drop-down and choose a template.


Portal Menu

The menu is what you see on the top of the portal after you login. It shows the modules that you enable under the Portal Menu setting. The available modules are:

  • Contacts
  • Deals
  • Quotes
  • Cases (Tickets)
  • Calendar
  • Documents

You can also reorder the modules with a drag-and-drop action. 

Follow these steps to add/remove/reorder modules on the portal menu:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click the Settings button at the bottom of the menu.
  4. Click Partner Portal under Configuration.
  5. Click the Portal Layout block.
  6. Enable a checkbox to show a module on the menu. Disable it otherwise.
  7. Hold and drag the vertical ellipsis on the right side of a module name and drop them to re-arrange.
  8. Click Save.


Documents Widget

Enable the checkbox to enable the widget on the portal.
 

Follow these steps to enable the Documents widget:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click the Settings button at the bottom of the menu.
  4. Click Partner Portal under Configuration.
  5. Click the Portal Layout block.
  6. Enable the checkbox under Documents Widget to show it on the portal.
  7. Click Save.
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