Free user licenses across all Portal user types
Greetings everyone,
We're here with some exciting and extensive changes to the availability of free user licenses in CRM Portals. This update provides users with access to all Portal user types for free to help them diversify their user licenses and explore different user types at no cost.
Previously, the default setting limited businesses to creating only one Portal user type—Client Portal—and inviting a maximum of 10,000 contacts as Portal users for free. To create new user types for other modules, users had to purchase user licenses.
Since inviting only Contacts could be a setback while using Portals, we designed this enhancement to enable users to invite members from different modules to Portals and manage their access permissions for free.
We're here with some exciting and extensive changes to the availability of free user licenses in CRM Portals. This update provides users with access to all Portal user types for free to help them diversify their user licenses and explore different user types at no cost.
Previously, the default setting limited businesses to creating only one Portal user type—Client Portal—and inviting a maximum of 10,000 contacts as Portal users for free. To create new user types for other modules, users had to purchase user licenses.
Since inviting only Contacts could be a setback while using Portals, we designed this enhancement to enable users to invite members from different modules to Portals and manage their access permissions for free.
Users can also set customized permissions and field permissions to all related modules and public modules to any Portal user type, free of charges.
Who can be invited?
You can invite users from the Leads, Contacts, and Vendors modules, as well as those from custom modules. They can onboard various stakeholders into their Portals and control their access permissions, including viewing, editing, creating, and deleting records.
Moreover, here's another breakthrough: Organizational employees can now become Portal invitees as well.
How many users can be invited for free?
The number of free user licenses in total has been changed from 10,000 to 1,000, and applies to different Portal user types, like clients, partners, employees, or resellers.
Here is the summary of the differences between the previous version and the new release:
To add more than 1,000 users, you can purchase the required number of user licenses and invite them into the Portal. Our pricing model for these user licenses is as follows:
- If you've already purchased Portal user licenses, you will not be charged in your next cycle for up-to 1,000 user licenses in total.
- If you already have more than 1,000 active users in the Client Portal, we will continue to serve the same consumed count for free.
Feel free to reach out to us if you have any questions regarding these changes. We're here to help!
Availability
DC: All DC's
Editions: All Portal-supported editions (Enterprise, Ultimate). This feature does not impact trial editions.
Release plan: These changes have been released all customers in all DC's
Regards
Fiona