Sugar Portal: Access

[DeBlois]

I recently downloaded a 30-day trial of the SugarCRM Professional Edition (on-demand). Supposedly, the Sugar Portal is included in this edition. I apologize for these rather "newbish" questions, but was hoping someone could tell me how the portal is supposed to work. I did the following:

1. Logged in as an Admin user
2. Under the "License Management" settings, set the number of portal users to 10 (default was 0).
3. In Admin > Developer Tools: Sugar Portal, there are options to upload a style sheet, sync the portal, and edit the layout. I wasn't sure what to do with all this (nor what the Sugar Portal URL should be) so I left everything as is.
4. Created a New User and set its type to "Portal Only User".
5. Created a New Contact and edited the Portal Information section: gave a Portal Name / Password and checked the "Portal Active" option. Note: I'm not exactly sure what relationship this contact has with the portal only user I created in step 4.
6. Now what? How do I test this Sugar Portal that comes with the Profession edition? I would expect to be able to log into the Sugar Portal using the credentials I created for the Contact record, but how do I access the portal in order to log in?

[susiewilliams]

Hi there,

The easiest way to get your questions answered is to contact our Sales group. One of the friendly Sales Engineers should be able to help get you up and running for your trial period, and can answer any questions you may have.

You should have received instructions on how to contact Sales; if nothing else, sending an email to sales@sugarcrm.com should work.