FAQs in this section
How do I become a Vtiger Partner/Reseller?
Do you have any resellers or partners?
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?

How do I give access to the partner portal?

Follow these steps to enable portal access for partners:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Sales.
  4. Click Partner Contacts.
  5. Open a record.
  6. Click the Details tab on the right sidebar.
  7. Look for the Partner Portal field.
  8. 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.
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