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            Enable a Broker Account and Create a Partner User

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            Enable a Broker Account and Create a Partner User

            To allow a broker to sign in through the partner site, first enable the broker account as a partner account and then create a partner user from the associated contact.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud, Digital Insurance, and Agentforce for Health Cloud add-on licenses
            User Permissions Needed
            To create a partner user:

            Manage External Users

            AND

            Manage Profiles and Permission Sets
            1. From the App Launcher, find and select Account.
            2. Open the broker account.
            3. To make the account eligible for partner access, confirm that the account has at least one associated Contact.
            4. To enable partner access for the account, click Enable as Partner Account from the action dropdown.
            5. To create the partner user, open the contact for the broker, and then click Enable as Partner User from the action dropdown.
            6. From Setup, in the Quick Find box, enter Users, and then select Users.
            7. Select the partner user you just created.
            8. Assign the DHI Partner User profile and verify that the User License is set to Partner.
            9. Enter required information for the user, such as Email and Nickname.
            10. To complete the setup, save the user record.

            To allow the broker to access the site, provide the broker with the site URL and their login credentials.

             
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            Salesforce Help | Article