How to open partner or customer portal?
Does it install with the business suite?
Hello,
To open the customer portal you should first install the application « Portal » (In Application config/Apps management).
In the configurations of the application, you can select the kind of data the customer can access (quotations, invoices).
To access the portal if you use the demo data, you have to log in the ERP with ID client and password client (client/client).
Or you can create a new user in the ERP and give him access to the portal.
In the demo data, you can look to user « 123 Services » to see how the roles and permissions are configured to access the portal.
