Portal visitors sign in separately from staff

What moves

Customer and partner portals issue their own credential, which does not open staff screens.

Before you start

• The portal in your plan

Step by step

1. External customerCustomer & Partner Portal

   Signs in to the customer portal.

   You see:A portal-only credential is issued.

2. External customerSecurity, Access & Compliance

   Tries to open a staff screen with it.

   You see:The request is refused.

3. Tenant adminSecurity, Access & Compliance

   Reviews staff access in Settings, Users.

   You see:Staff access is managed there, separately from portal logins.

Related

• Customer & Partner Portal
• Security, Access & Compliance
• Quotes and deals flow through the portals
• A customer accepts a quote on the portal and the order follows
• An accepted quote becomes a sales order
• A customer accepts a shared quote
• A customer pays an overdue invoice
• Connections between modules