Download page Configuring a Partner Community User.
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.