How we Can create and approve SugarCRM instance Portal Access.

Dear Developer Team,

I am trying to enable my instance SugarCRM Poral i have enable from admin but not able to login on SugarCRM instance portal and i dont know to create new user for portal and how to approved after sing up user to crm for portal.

Please help i am using sugarcrm EP Version 9.1.

Thanks

0 Ramya Katram over 3 years ago

Hi Manish,

Please go through the Portal user guide on how to sign up for the Support Portal once it is enabled. You will get the complete information about your queries related to Sugar Portal Setup here. If you have any other questions, please feel free to post your questions here.

Hope this information is helpful:)

Thanks and Best Regards,

Pooijtha.K

www.bhea.com
0 Manish kumar over 3 years ago in reply to Ramya Katram

Thanks For Replay

I have already followed step but not working..
0 Harald Kuske over 3 years ago

The Portal users are SugarCRM Contacts.

You must edit a Contact and add a portal name and a portal password and set the user active for the portal.

Then this user (which is a Contact) can login,

Harald Kuske
Principal Solution Architect – Professional Services, EMEA
hkuske@sugarcrm.com
SugarCRM Deutschland GmbH
0 Harald Kuske over 3 years ago

The full story in simple pictures:

enable portal and remember start page

set userid and password for a contact

open portal page and enter userid and password

accept cookies

contact is logged in

Harald Kuske
Principal Solution Architect – Professional Services, EMEA
hkuske@sugarcrm.com
SugarCRM Deutschland GmbH