Inviting a New User to the Partner Portal

This guide will help you invite a new user to the Partner Portal, so that the new user – depending on the permissions you assign to them – can create, manage and configure Instances, and create and manage the permissions of other Partners.

Requirements

To be able to invite a new user to the Partner Portal, you have to have access to the Partner Portal.

Steps

Inviting a new user to the Partner Portal is a two-step process:

Step 1: Create new Partner (optional)

Log in to our Partner Portal. In the menu on the left, click on Create and select Partner from the drop-down.

Each new Partner you create has to have a Parent Partner. Select the Parent Partner, enter a name, and click on Create. The Partner has been created, and the page of the newly created Partner is displayed.

Step 2: Create new User for the Partner

The new Partner you created has one user: you. So that other people can access the Partner Portal through this Partner, create a new user.

In the menu on the left, click on Create and select User from the drop-down.

Enter the user's email address, select the Partner it belongs to, and set Partner permissions:

  • None: can't view Partner
  • Read: can view, but can't modify Partner
  • Write: can view and modify Partner

Click Invite User. The user will receive an invitation email with instructions on how to access the Partner Portal.

Next steps

Congratulations! You have invited a new user to the Partner Portal. Now, you can set up the permissions of this new user.

Questions?

We are always happy to help with any questions you may have. Check out our Help page, or contact us.