The Partner Portal is a secure workspace created specifically for your partners. It is where they collaborate with your organisation, register deals, and share relevant information.
It works much like the Client Portal in Zoho CRM, with one key difference: a Portal User Group is created for every partner programme you set up. A non-tiered programme gets one group, while in a tiered programme each tier gets its own. That way partners see only the information, modules, and benefits that apply to their programme or tier.
When you select a module, three partner fields are added to it automatically: Partner Account, Partner Contact, and Partner Program. They link each record to the right partner and programme. Only modules selected at this stage can later be configured in a Portal User Group, which helps stop internal information being exposed unnecessarily.
By default, layouts and conditions are based on the Partner Contact Name, so partners can reach only the records associated with their own account.
After choosing modules, open Field Permissions and decide, module by module, whether partners can view a field, edit it, or have it hidden.
The partner receives an email invitation to the portal.
Custom modules appear under Setup, and when you create a new module the Partner Program, Partner Account, and Partner Contact fields are added automatically so records map to the right partner. You can then configure its visibility, access permissions, and user-group level access, which keeps track of which partner manages which records.