Follow these steps to enable portal access for partners:
- 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.