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The portal as the partner sees it

2 min read · By Stefan Köhn

A partner with access sees three pages: their records, their invoices and their settings. They see only what belongs to them, and only the fields released for partners in the record type.

Three pages

Their records, their invoices, their settings. There is nothing else, and that is deliberate: a portal that looks like the whole application demands an induction nobody wants to give.

Only what is theirs, and only released fields

They see their own records and of those only the fields released for partners on the entity. What is not released does not exist for them. See Field types.

This is how the partner sees their records: only the released fields, with the date and the state they set themselves.
This is how the partner sees their records: only the released fields, with the date and the state they set themselves.

The handling status is their feedback

New, contacted, qualified, won, lost. It changes neither invoice nor price and is not a return; it only tells you what they made of the record.

Two ways to return

Through the portal or through the link in the delivery mail. Both do the same thing, and that is the point: a partner without portal access should not be worse off than one with it.

Step by step

  1. Open Partners, Portal, and press the preview.
  2. Go through the three pages: records, invoices, settings.
  3. Check in the entity which fields are released for partners.
  4. Release what they need to work with and leave out what is none of their business.

Which ways does a partner have to return a record?

Three: signed in to the portal, through the signed link in the delivery email, or through the same address in the payload if their system does it automatically. All three land on the same surface and are checked the same way: deadline, status and permission are always decided on the server.

What is the working status?

The partner's feedback on a record: new, contacted, qualified, won, lost. It changes neither the invoice nor the deadline: it tells you what became of the record. The read-only role may set it too.

What does the partner see of their invoice?

Number, period, amount and status, plus the dates of issue, due date and payment. They do not see previews. What is not yet an invoice is not an answer for them.

Can they set their own regions?

If you allow it per distribution. Then, under "Settings", they can change the conditions and limits of their rules and pause their participation. Conditions on fields they cannot see stay untouched: they only see that such conditions exist.

Is the return link from the email a security risk?

It is bound to exactly one delivery and expires with the deadline plus two days. Opening it changes nothing; the return happens on confirmation. It can be forwarded: that is the price of a path without a sign-in.