Test the Portal

  1. Open the Contacts tab.

  2. Open the contact for a portal user.

  3. Click the dropdown arrow for more options for the record if necessary, then select Log in to Experience as User.

    Screenshot of the Login as Experience User option

    The customer portal opens.

  4. Open the Jobs or the Tickets tab.

  5. Open a job/ticket and verify necessary information displays.

  6. Adjust the permission set and page layouts for the portal as necessary.

  7. Repeat these steps for portal users linked to other partner accounts.

  8. Finish with Publish the Portal.

- Back to Task List in Setup -