Internal User
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💡 An internal user can log in to either the main SalesMachineX website or the iPad app.
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💡 Internal users are not able to log in to the Customer Portal.
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- An internal user could best be described as a representative or a manager.
- Internal users can be created from the Setup → Users page of the main SalesMachineX website.
External User
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💡 An external user can login to the Customer Portal
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- An external user is a user that is linked to a specific contact and customer.
- An external user would be best described as a customer.
- An external user can be created from the Customer page or the Contact page of the main SalesMachineX website.
How to create an external user for PortalX?