Documentation
Documentation
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Detail Tab:
For example, if a partner should have access to leads from channelLEADS, they should be setup with the 'Sales Leads' Partner Eligibility
Also of note, to set up individual contacts to use an application, you will need to set up a login, and set up the appropriate roles at the partner contact level.
Location Tab:
Additionally, this feature could be used for informational purposes.
Before you take this action, however, you should consider making the location inactive versus actually deleting it. When something is inactive, you have the option of re-activating it, while with a deleted item, the data associated is gone for good.
Contact Tab:
Additionally, when setting up a user, please remember to create a login.
Of note, should a user enter in an incorrect password 3 consecutive times within a 10 minute period his account will be locked automatically. This autolock will reset after 10 minutes.
Should an administrative deem it necessary, they may be lock a login manually.