Portals
Setting up portals and inviting users
Portals in CRM are designed for the administrators to extend CRM access to their contacts, vendors, or partners, and custom modules. A portal user can access the modules and some of the associated data that they have been given access to, such as ...
Sign up forms in Portals
Portals are designed to extend the organization's CRM account to customers, vendors, or partners. Portal users can have access to the modules and fields provided to them. In some cases, the portal users might also have access to edit records. Not all ...
SAML based Single Sign On (SSO) in CRM portals - Overview
This document will provide a basic overview of SAML based Single Sign On (SSO). For instructions on enabling it for your CRM's portal users, see: Configuring SAML-based SSO in CRM Portal Supported editions Glossary Supported editions Enterprise ...
Configuring SAML-based SSO in CRM portals
This document will provide instructions on how to enable SAML-based SSO for your CRM's portal users. For an overview of SAML-based SSO, see SAML based Single Sign On (SSO) in CRM portals - Overview. Prerequisite Glossary Prerequisite Editions: ...