Managing Partner Settings

Add Partner User

pp-add-new-partner

When you add a new partner user to the system, the fields you need to provide values for are as follows:

  1. Parent – the Partner Portal that you wish to add the user to. You’ll only be able to add the user to the current portal.
  2. Name – The name of the user.
  3. Email – The email address of the user. This will be used for the login.
  4. Enabled – Tick this box to add this as a live ‘enabled’ user who can log in right away.
  5. New Password – Enter the password for the user.

Click Submit to add the user to the system. You can also click Reset to clear all fields.

Browse Partner Users

pp-browse-partners

This is where you can see all the users who can log into this portal.

  1. Email – The email address used to log in. Click this to see details of a specific user.
  2. Name – The name assigned to the user.
  3. Enabled – Whether or not the user can log in. Click the switch to enable/disable the user.
  4. Added – The date the user was added.
  5. Partner – The partner portal that this user is part of.
  6. Add Partner User – Click this to add a new user.