Creating a Partner User in User Explorer

Note

Note: You can also create users directly in their individual partner account - go to Partner Management >  Partner Explorer > Partner Accounts, choose a partner and go to the Users tab.

To create a partner user from the User Explorer, follow these steps:

1. Navigate to Partner Management > User Explorer.
2. Click Create User.

3. Complete this information:

   Parameter	Type	Description
   Partner	Dropdown	The partner account to which the user should be added.
   Email	Text	The email address of the user.
   First Name	Text	The first name of the user.
   Last Name	Text	The last/family name of the user.
   Mobile Phone	Text	[Optional] The user’s mobile/cell phone number.
   Office Phone	Text	[Optional] The user’s office phone number.
   User Roles	Multiselect	The role or roles assigned to the user to define their access to the portal and its content. Choose from: Administrator Marketing Sales Custom partner user role(s), if implemented

4. Click Create to create the user, or Create and View to create the user and open their details for edit. The user account is created with an Active status.

   To terminate the action, click Cancel.

5. The user shows in the User Explorer list, and under the Users tab of the partner account. A welcome email may be sent to the user (depending on your system settings), prompting them to log in to the partner portal and set their password.