FAQs in this section
How do I install the partner portal?
How do I add partner contacts?
How do I add partner organizations?
How do I navigate to the partner portal configuration page?
What can I configure about the partner portal?
How do I log in to the partner portal?
How do I add records from the partner portal?
Can I change my partner portal's password?
How do I log out of the partner portal?
Does the CRM have the capability to handle third parties, such as a client's partners, who have their own contacts?
What is the Cases Module in the Vtiger Partner Portal?
What is a Case ID in the Cases Module of the Partner Portal?
What are the case statuses in the Cases Module of the Partner Portal?
What are the priority levels in the Cases Module of the Partner Portal?
What is the Ticket Category in the Cases Module of the Partner Portal?
How can I upload files to a case in the Partner Portal’s Cases Module?
How do Updates help in tracking case progress in the Partner Portal?
What are Touch Points in the Partner Portal’s Cases Module?
How do I add a new case in the Cases Module of the Partner Portal?
How do I sort or filter cases in the Partner Portal’s Cases Module?
How do I edit a case in the Cases Module of the Partner Portal?
How do I view case details in the Cases Module of the Partner Portal?
How do I give access to the partner portal?
Table of Contents
Follow these steps to enable portal access for partners:
When you do this, the portal login details are sent to the partner on their email address save in the partner contact record.
Tip: You can enable portal access while creating a partner contact.
To know more about Partner Portal, click here.
- Log in to your CRM account.
- Click the Main Menu.
- Go to Sales.
- Click Partner Contacts.
- Open a record.
- Click the Details tab on the right sidebar.
- Look for the Partner Portal field.
- Enable the checkbox and press Enter.
When you do this, the portal login details are sent to the partner on their email address save in the partner contact record.
Tip: You can enable portal access while creating a partner contact.
To know more about Partner Portal, click here.
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