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How-to: Create a User (Partner Portal)

Procedure

  • Log in

  • Access the Setup Section

    • Navigate to the Main Menu and select Setup.

  • Navigate to Users

    • Click the Users option.

  • Add a New User

    • Click the Add New button.

  • Enter a Username

    • Enter a username (note that you will not be able to change this later).

  • (Recommended) Force Password Change

    • Click the checkbox to force the user to change their password the next time they login.

  • Assign One or More Roles

    • Select at least one role to assign the user.

    • Note that you can only assign roles that you yourself have access to.

  • (Optional) Enable Two Factor Authentication

    • Click the checkbox to enable two factor authentication.

    • If enabled, you will need to provide either an email address or mobile phone (or both) for the user.

  • Enter a Password

    • Enter a password for the user or click the Generate Password button to generate a random password.

  • (Optional) Enter Additional Information

    • Enter information such as their Name, the Company Name, etc.

  • (Recommended) Enter Email Address

    • We always recommend to at least enter an email address. This will enable the user to reset their password if need be.

  • Select One or More Partner or Sales Rep

    • Click the Partner Portal tab and select at least one Sales Rep that the user can have access to.

    • If your user allows you to assign Partners, you can do that instead.

    • Note that you will only be able to assign entities that you yourself have access to.

  • Save the User

    • Click Save to complete the setup.

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