Goal: This guide will help send a portal invitation to a 3P submitter Prerequisites: Salesforce user Audience: Salesforce users |
- On the top right corner, click on the '+' sign, then click 'Add New Submitter'
- Fill in 3P submitter email on the pop-up screen. Use a personal email address for testing purposes
- Click on the 'Accounts' tab and click on the 'My Invited 3P Submitters' List view
- Confirm you can view a list of 3P submitters you have invited