Administration: Create a Channel Partner portal internet user    

Perform the following steps to create a new Channel Partner portal internet user.

  1. Click Portal Administration.
  2. Click Create new Channel Partner Portal Internet users.
  3. Click Create new portal user and new company contact person.
  4. Enter or select the following information:
    • Form of Address
    • First Name
    • Last Name (required)
    • E-mail (the portal user will log on using their e-mail address)
  5. Click the arrow button next to an Authorization in the Not Assigned column to move it to the Assigned column.

    Important   Important: The Channel Partner Manager needs to be assigned all three role authorizations.  Othwerwise, the CP Manager will be unable to reassign leads and opportunities to other employees within the channel partner's organization.

  6. Click the Continue button
  7. Enter or select the following information:
    • Address
    • Correspondence language
    • Telephone
    • Fax
  8. Click the Create button. The system creates the portal user.

Note  Note: Be sure to send the portal users their system-generated passwords. They will need these passwords the first time they log in to the portal.


See also
Administration overview
Internet users overview
Creating Channel Partner portal internet users