How-To Web Enable Business Partners and Contacts

Created by Freshwork RCK, Modified on Fri, 27 Feb at 4:00 PM by Freshwork RCK

1. HOW TO WEB ENABLE A BUSINESS PARTNER

```
  *   Open the User defined fields on the BP master by clicking View> User-Defined Fields
```
- Change the FP Web Customer to Yes
- Assign a Customer role to the Business Partner by selecting from the drop down menu
- Update

2. HOW TO WEB ENABLE A CONTACT

```
  *   Ensure that the Contact has an email address
```
- Change both FP Web Enable and FP Web Validated to ‘Y’
- Update

*****For additional training, please reach out to your Project Manager!