Configuring a Partner Community User
- Click the All Tabs icon (
). The All Tabs page is displayed.
- Search and click Accounts. The Accounts page is displayed.
- Click New. The New Account page is displayed.
- In the Account Name filed, enter a name for the account and click Save. For example, AutoQuotePartnerAccount.
- On the Manage External Account button, click Enable As Partner. A confirmation pop-up is displayed.
- Click OK. The AutoQuotePartnerAccount partner account is created. You must complete the following configuration.
To create a user
- Go to the Contacts related list on the account (for example, AutoQuotePartnerAccount) and click New Contact.
- From the Salutation drop-down, select a salutation for the contact. For example, Mr.
- In the First Name field, enter the first name of the contact. For example, AutoQuote.
- In the Last Name field, enter the last name of the contact. For example, PartnerContact.
- In the Email field, enter the email ID of the contact.
- Click Save.
- On the Manage External User button, click Enable Partner User. The New User page is displayed where the First Name, Last Name, and Alias fields are auto-populated.
- From the User License drop-down, select Partner Community.
- From the Profile drop-down, select a profile. For example, Partner Community User Cloned.
- In the Email field, enter the email ID.
- In the Username field, enter partner@conga.com.xxxxxxx (here xxxxxxx is your sandbox name).
- Select the Active checkbox.
- Select the Salesforce CRM Content User checkbox.
- Click Save. A confirmation pop-up is displayed.
- Click OK.
To assign permission set to the user
- Go to the Permission Set Assignments related list on the user (for example, AutoQuote PartnerContact) and click Edit Assignments.
- From the Available Permission Sets list, select the required permission set. For example, CPQ Sales User – Partner.
- Click Add to move it to the Enabled Permission Sets list.
- Click Save.
