Adding and Modifying Partner Account Users

Partner account users with Company Admin permissions can create and edit users, assign roles, and activate/deactivate users.

To create a new user

  1. Log in to a partner account with Company Admin privileges.
  2. Choose Company > Manage Users.
    Manage Users

  3. Click New User.
    New User

  4. Complete all fields.
    The user email address is required for registration and notifications. The role determines what actions the user can perform in the Portal and their access permissions. For details about the user roles, see Managing User Roles.

  5. Click Save.
    When you create a new user, the Portal sends them an email with instructions for creating a password and logging in.

Note

If an account user does not receive the set password notification, they can go to Portal login screen and select the Forgot Password option using the same email address to generate the reset password email.

For existing users, you can edit the user profile and also activate and deactivate access. This allows for both pre-provisioning, fast enablement, and suspension of user access to the Portal.

To modify an existing user

  1. From the Manage Users page, find the user to modify.
    You can use the filter at the top of the page to focus the list.
  2. Click Edit next to the user entry.
  3. After making changes, click Save.

Tip

To edit your own user name (the user name you are logged in as), choose your user name in the upper-right corner and select User Profile.


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