Operator Guide

10.2.1
- 10.5.3
- 10.5.0
- 10.4.0
- 10.2.3
- 10.2.2 HotFix 1
- 10.2.2
- 10.2

Back Next

Creating a Portal User

Create portal users so that partners can access the Partners Portal. You can create one or more Partners Portal users for any partner.

In the

Navigator

, click

Partner Management

Portal Users

To create a new user, click

New Portal User

On all Operation Console screens, fields marked with an asterisk (*) are mandatory.

On the

Create Portal User

page, enter an email as the User ID for the partner.

The email must be unique, is not case sensitive, and cannot be changed later.

Enter a name for the portal user.

The user name can be up to 255 characters and can include spaces and special characters.

In the

Partner

field, select an existing partner.

To add the portal user to a user group, in the User Groups tab, select a user group from the

Available User Groups

panel and transfer the group to the

Selected User Groups

panel.

When you assign the portal user to a user group, the portal user obtains all the privileges associated with the user group. You can select more than one user group. If you do not assign a user group, the portal user can only view the Dashboard in the Partners Portal.

To add the user and invite the user to access the portal, click

Save and Send Invitation

The message is sent and an invitation message appears with the date and time that the message was sent. It may take a few minutes for the invitation to arrive to the portal user.

In the invitation message, click

To save the changes and to add the portal user to the list, click

Save

The user appears in the

Portal Users

list.

To cancel any changes since the last save, click

Cancel

Partners

Download Guide

Watch

Comments