Creating a New Partner User

You can add a new user to a partner account and provide them with access to your partner portal.

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click the partner name from the list.
3. On the left-hand sidebar, choose Users. This will show you the users that have access to this partner account.

4. On the top right-hand corner, click Create User.

   

5. In the pop-up, fill out the required fields: Email, First Name, Last Name, User Roles (including Custom Partner User Roles).

   • If the email address provided is already in use in another partner account, you will see a message notifying you of this. 

     A user can only be a member of multiple partner accounts, with the same name and email, if you've got the Multi-Partner Users feature enabled on your system,  For more information, see Giving a Partner User Access to Multiple Partner Accounts.

   • If you are using SSO or have an SFDC integration, we recommend reading through the Partner User Roles page to understand how to assign roles via those channels.
   • You can create and use custom fields for partner user information. They're visible in the user's profile once their setup is complete. For more information, see Custom Fields.
6. Add Mobile Phone and Office Phone numbers, if required - these are optional.
7. Once you’ve completed the fields, click Create. To undo the action, click Cancel.

8. The user will now show under the Users tab within the partner account. A welcome email will be sent to the user prompting them to log in to the partner portal and set their password.

   Note

   If you're working with multi-partner users, and you're adding a user to a second or subsequent partner account, the user won't receive a welcome/password set email for these accounts. They can use their original credentials to log in to all their eligible partner portals. For more information, see Giving a Partner User Access to Multiple Partner Accounts.