How it works
Portal access combines three controls: how partners log in, who is allowed in, and what they see. Login methods are set at the portal level and can include email magic link, social sign-in, and SSO. Access can be granted by inviting specific people or by allowing any user from a partner’s email domain. Visibility is controlled per tab by restricting it to segments. Partners can only reach the portal once it is unlocked with a subdomain or a verified custom domain, so access settings work alongside your domain setup.Prerequisites
- Admin access to portal and organisation settings.
- A portal that is unlocked with a subdomain or verified custom domain.
- Segments defined if you plan to restrict tabs by segment.
Settings & configuration
Access is configured in portal settings and on individual experiences.Login methods
Choose how partners sign in: an email magic link for low-friction access, Google or Microsoft social sign-in, or your own SSO. You can offer more than one, except that enabling your SSO makes it the only method so access is fully governed by your identity provider. SSO is a paid add-on, configured under SSO.Invites
Invite specific partner users to a portal. An invited user receives access to the partner portal based on their assigned experience.Email-domain access
Allow anyone from a trusted partner’s email domain to join automatically, which lets large partner organizations self-serve access without you inviting each person.Tab visibility by segment
On an experience, restrict a tab to one or more segments so only partners in those segments see it. A partner in any of the chosen segments sees the tab, and belonging to another, more restricted segment never hides it: visibility resolves to the most permissive of a partner’s segments. Use this to tailor the portal to different partner types.Setup walkthrough
Open portal settings
Go to Portal access settings.
How-to guides
Give a partner access to multiple portals
Let one partner contact reach more than one portal with a single login across a multi-portal program.
Invite partners and their teams
Invite specific partner contacts into a portal, then let trusted partners bring in their own teammates.
Restrict a tab to segments
Show a portal tab only to the partner segments it is meant for, so one portal serves different partner types.
Set up portal access
Choose how partners sign in, decide whether access is by invite or by email domain, and handle email verification.
Limits & gotchas
Troubleshooting
- An invited partner cannot get in - the portal is not unlocked, or they have no experience assigned.
- A partner sees a tab they should not - the tab is not restricted to the right segments.
- SSO is not offered at login - it has not been enabled and configured for the portal.