Click the Work With Portal

Select Enable Customer Portal User

• Verify the general information and locale settings, and enter any missing information.
  • Note that the customer's Username defaults to his or her Email. Change this if needed, as this does not have to match the users email - it only has to be formatted like an email address - it must be a unique username not used ion any other login to Advologix or other Salesforce instance.
  • All fields will normally be set to the best selection for default values.
• Editas necessary.
  • Make sure you set the Profile field as shown in this screen shot
• Click Save.
  • An email will be sent to the contact with log in and other information based on the Email Templates configured for the Client Portal.
• To log in as the contact to see how the portal looks to a client:

To troubleshoot or confirm the portal configuration:

1. Go back to the Contact.
2. From the Work With Portal button
3. Select Login As Portal User as shown in the screen shot here
4. This opens a new browser window and logs you into the portal as the partner user.

Consider the following when enabling the Portal for contacts:

• To view or edit an enabled contact's access to your Customer Portal, on the contact detail page, click Work with Portal and choose View Customer Portal User.
• You cannot enable the contact for the Customer Portal unless the owner of the contact's account is associated with a role in your organization.
• The first time you enable a contact for the Customer Portal on an account, you cannot assign the contact to a portal role.
• The contact is automatically assigned to the Customer User role, which includes the name of the contact's account.
• You can update contact's portal role later.