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 give access to the partner portal?
How do I navigate to the partner portal configuration page?
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?

What can I configure about 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.

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.

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.

Documents Widget
Enable the checkbox to enable the widget on the portal.

 
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube