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How to manage customer access in Partner Portal

  • April 4, 2022
  • 0 replies
  • 181 views

Pranavan Paranthaman
Hero (Employee)
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Hi All,

I get this question asked frequently, and the solution is quite simple, just follow the instructions given below.

Remember these modules require superuser / admin access to the system.

First go to Contacts Module » Main Info navigation tab » Contact Security tab » Portal Access  group» Customer Security Role field and check what type of role is assigned to the customer.

(from here you can assign a different role as well, otherwise follow next step)

 

Contacts Module - Contact Security

 

Next go to Security Setup Module and find the desired role you wish to modify.

Security Setup - QBE Screen

Click on the record to zoom in to the role  and you can make the desired changes and then save.

Security Setup - Customer Roles

 

The changes will reflect in the Partner Portal when you sign out and re-login.