Inviting a New User to the Partner Portal

Last edit: Jul 26, 2019
  • Contributors:
  • pavelloz
  • piotrze

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)

Note

If you want to invite a new user for a Partner that hasn't been added to the Partner Portal yet (e.g. adding an employee of a company that doesn't have a Partner on the Partner Portal), you first have to create a new Partner. If you want to add a user to an already existing Partner (e.g. an employee of a company that has a Partner on the Partner Portal), skip this step.

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.