I think there is a mistake in step 4. And for step 5, I'm not sure what you mean by "Create Account"? Do you mean, create a record in the Account object?
Thanks Justin! Yes, for 5, create a record in the Account Object that you can enable as a Partner Account. This step allows you to generate a partner user record from any Contact record associated with this Account, which you need to create TaroWorks mobile users.
Thanks so much! One last question... Does the installation of Taroworks automatically create a community? Or does step 1, "Enable Communities", include the steps outlined in your Create Community article?
Nope, you just have to have enabled communities prior to installation. But you can take the steps to create a community before or after, in the article you referenced. Thank you!
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I think there is a mistake in step 4. And for step 5, I'm not sure what you mean by "Create Account"? Do you mean, create a record in the Account object?
Thanks Justin! Yes, for 5, create a record in the Account Object that you can enable as a Partner Account. This step allows you to generate a partner user record from any Contact record associated with this Account, which you need to create TaroWorks mobile users.
Thanks so much! One last question... Does the installation of Taroworks automatically create a community? Or does step 1, "Enable Communities", include the steps outlined in your Create Community article?
Nope, you just have to have enabled communities prior to installation. But you can take the steps to create a community before or after, in the article you referenced. Thank you!
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