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We are trying to setup a customer portal for customers to check their invoices related to their accounts.
For this we setup the following:
1. Setup a portal
2. Define a portal role and gave them acesss to invoice entities
3. Create a portal user with the above portal role.
4. Created a layout set with all the Invoice field layouts and set that to the portal.
5. Set invoices to tab layout so it shows up below the home button on the portal.
After all this setup we are still not seeing anything when we login to the portal via the portal user we created. Can some one point us to portal setup documentation or any other link which we can use to setup our portal?
For this we setup the following:
1. Setup a portal
2. Define a portal role and gave them acesss to invoice entities
3. Create a portal user with the above portal role.
4. Created a layout set with all the Invoice field layouts and set that to the portal.
5. Set invoices to tab layout so it shows up below the home button on the portal.
After all this setup we are still not seeing anything when we login to the portal via the portal user we created. Can some one point us to portal setup documentation or any other link which we can use to setup our portal?
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