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When you run separate portals, some partners or internal users need to reach more than one. Granting a contact access to each portal they are entitled to lets them move between them with one login, instead of juggling separate accounts. This guide grants that multi-portal access.

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What you’ll achieve

A partner contact who signs in once and can reach every portal you granted them, switching between them without separate logins.

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Before you start

1

Confirm the portals exist

The portals the contact needs should already be set up and unlocked.
2

Confirm the contact has an experience in each

Each portal needs an experience assigned to the partner for the access to be usable.

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Steps

1

Open the partner contact

Go to Partners and open the contact who needs multi-portal access.
The People tab of a partner record, listing each contact with their portal access - the screen a person is granted access to a second partner's portal from.
2

Grant access to each portal

Add the contact to every portal they should reach. Granting access per portal keeps entitlements explicit, so a contact only sees the portals they were deliberately added to.
3

Confirm they can switch

Have the contact sign in and confirm they can move between the portals they are entitled to from a single session.

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Verify it worked

The contact logs in once and can open each portal they were granted, with no separate credentials per portal.

Invite partners and their teams

Get partners into a portal in the first place.

Set up portal access

Choose login methods and the access model.

Implementation reference

Full portal access configuration options.