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 give access to the partner portal?
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?
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 find who created a record through the Partner Portal?
What happens if a partner who created or modified a record via the Partner Portal is deleted?
How do I set up a follow-up for a Case created by a partner?
How to find out who last updated a record through the Partner Portal?
What is the Partner Portal?
What is the time frame for the Partner portal login link?
How do I view and download documents in the Partner Portal?
How do I view partner comments on a record from the Partner Portal?
How can I view my responses to partner's comments in the record created via the Partner Portal?

Can I change my partner portal's password?

Yes, you can change its password.

Follow these steps to change the portal password:
  1. Log in to the portal.
  2. Click the dropdown on the top-right corner.
  3. Select Change Password.
  4. Enter New and Confirm password.
  5. Click Save.
To know more about Partner Portal, click here.
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