Create a Partner Community User

Create a contact and enable it as partner.

1. In the App Launcher, search for and open Contacts.
2. Click New.
3. In the Account Name field, you must select the account you created for your partner in an earlier step.
4. Save the contact.
5. Open the new contact you created, and click the dropdown menu to select Enable Partner User.
6. In the New User page, select the following:

   User License: Partner Community

   Profile: Partner Community User

   

   Note

   If you’ve cloned an existing partner profile, then in the profile field, select the cloned profile name.

7. Define other required fields, such as email and nickname.
8. Select Salesforce CRM Content User.
9. Click Save. Click OK.
   

   Important

   If you receive an error "Portal Account Owner has No Role," assign a profile to the owner of the partner account. Then repeat this procedure.