Set Username and Password Fields in Contacts Layout

When you install this package, username and password both fields are created in contacts module. Confirm that Username and Password fields are added to record view. If you cannot see Username and Password fields in record view or create view, you may have to set these fields in Record layouts.


For that, Go to Administrator -> Studio -> Contacts -> Layouts -> Record and Drag and drop those fields in Record View and click on ‘Save and Deploy’ button.


Sugar Admin can set the Portal credentials for a contact and allow access of portal to that contact. By default, the ‘Enable Portal’ checkbox will be enabled for a newly created contact.


Uncheck the ‘Enable Portal’ checkbox to disable the portal accessibility to any user.