Setting up customers and partners to use the portal

Although portal users never see back office forms, they do access back office data through IDOs, so they must have a user account in the back office with appropriate licensing and permissions. The user logs in to the portal with this user account ID and password.

The User Account Management Utility page is provided in the Service Portal to streamline the process of creating back office records for portal users. The utility can be used to create and analyze Service Portal user accounts for your partners and/or customers. The utility is especially helpful for multi-site implementations, because it automatically creates records across sites.

This section explains how to use the utility to set up portal users. It also describes additional ways that users can be added.

After users are added, you must send them portal login information. See Providing login information to new users.