You can set your portal's Name, Support Contact, and Phone Number in the General Portal Settings by going to Settings > Portal Configuration > General Portal Settings. 

Portal Details 


You can also customize the page text for the following Help items: 

  • Contact Form Text -  Non-Admin Users can use the Help icon in the header to contact you with feedback and questions. The submissions are sent to the Portal Support Email address listed in your Email Settings (Settings > Email > Email Settings).  
  • Login Failed Help- Customize the error message displayed to Users encountering issues logging into the portal. 


Tip - Use the Placeholder functionality to pull in items from the Portal Details section listed above, such as the Support Contact, Phone Number, and Portal Name. You can also use the Support Email Placeholder to pull in the email address listed for your Portal Support Email. 

Page Text



Scroll down the page to the Partner Distributor User Settings section to specify the actions Primary Contacts at Partner and Distributor Organizations can take to manage their Organization.For example, decide whether you want to grant the ability for all Partner/Distributor Users at an Organization to modify their Organization profile and request additional Users be added to their Organization or restrict those privileges to only the Primary Contact within each Organization.


You can also grant Primary Contacts the ability to manage Users at their Organization by enabling the following settings: 

  • Create new Users at their Organization & resend User Invites  - Allows Primary Contacts to manage Users at their Organization—including creating User accounts, promoting Contacts to Users, resending account activation links, and resetting passwords. You can learn more about this topic here: Partner & Distributor User Self Management. 
  • Enable and disable other Users at their Organization - Grants Primary Contacts the ability to re-enable and disable User accounts at their Organization.

Partner & Distributor User Settings


By default, the system will prompt Partners and Distributors upon login to update their Organization and User profile data every 180 days (if it hasn't been updated). You can change the number of days between updates in the User & Organization Profile Settings.

User & Organization Profile Settings



Other General Portal Settings include the following: 


  • Allow Internal Users to request additional Users - enabling this setting allows Internal Users to use the "Request Additional Users" functionality to User Account Requests for approval. 
  • Display Pending Users in other modules - enabling this setting allows you to assign Leads, Deals, Referrals, and MDF Requests to pending Users. 
  • Don't allow Partner and Distributor Users to make changes to archived Leads, Deals, Referrals, and MDF Requests - enabling this setting prevents Partner and Distributors from updating archived records.

Other Settings