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How-to: Create a User (Partner Portal)
Procedure
Log in
Log into the reporting website with your user credentials.
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.