Log in issues with our Sugar Portal

Hi all,

I have followed this guide https://support.sugarcrm.com/Documentation/Sugar_Versions/12.0/Serve/Administration_Guide/Developer_Tools/Sugar_Portal/index.html and am having issues with allowing for a user to log into our portal.

I created an Gmail account for this test and then signed up as a new user. As I had the Process definition enabled, this emailed myself as the administrator to activate this user and it also emailed the Gmail account making them aware of the registration process.

As the administrator, I activated this user and enabled the portal active option on this users contact account.

Once all this was done, the test user proceeds to log in and gets an "invalid credentials" message. Even after resetting the password, this still does not work as the same message comes up..

Any ideas please as I am soon to be leaving the company who I am working for on this project and would like to resolve these issues.

Kind regards

Tim

Parents
  • Hi ,

    The first thing to verify is the process in which you activated the contact for portal access. You mentioned that you enabled the portal active option. Did you also specify a complete the portal name and password fields? Sugar allows the portal active box to be checked without completing those additional fields, so I want to be sure the other fields were completed before more extensive troubleshooting.

    If you did complete all 3 fields on the contact record, what happens if you use the 'Forgot Password' feature on the portal login screen? You should receive an email to your Gmail account with steps to reset your password, so I'm curious if that works as expected.

    Kind regards,

    Chris

Reply
  • Hi ,

    The first thing to verify is the process in which you activated the contact for portal access. You mentioned that you enabled the portal active option. Did you also specify a complete the portal name and password fields? Sugar allows the portal active box to be checked without completing those additional fields, so I want to be sure the other fields were completed before more extensive troubleshooting.

    If you did complete all 3 fields on the contact record, what happens if you use the 'Forgot Password' feature on the portal login screen? You should receive an email to your Gmail account with steps to reset your password, so I'm curious if that works as expected.

    Kind regards,

    Chris

Children
  • Hi Chris,

    Thank you for your reply,  the username, portal company name and password were all complete.

    I also used the "forgot password" which sent an email to the Gmail account and followed the link and reset the password however still getting the same invalid credentials message. 

    I have also put this issue to Sugar who know my limited time and heard nothing back and they have also verified that the portal licences are there. I would really like to get this working before I leave the company.

    Kind regards,

    Tim