1. Each partner account is automatically assigned three partnerroles.Tip We strongly recommend that your reduce the number of roles to one role: Partner User. To avoid role proliferation, it’s better to use onerole and grant super user access to userswho need access to other users’ data.
2. In Setup, type Sharing Settings in the Quick Find/Search box and edit the organization-wide defaults. Set the Default External Access setting toPrivate for all the objects you want to share with your partners.
3. Clone and customize the Partner User profile per your community’s needs and, if necessary, grant extra permissions with a permission set.
4. Create a partner account for each partner organization you work with. Partner accounts store details about partner users and their sales data.
5. Also, plan how you want to use sharing rules to sharedata with partners.
6. Add users from each partner company as contacts on the respective partner account.
7. Convert the contacts on the partner account to partner users and assign a partner license, profile, and role.
8. Optionally, enable and grant super user access to partner users if you want them to view data owned by other users in their role hierarchy.
9. If you work with many partner users or don’t want to deal with user management for a partner organization, consider delegating user administration.