Adding a User

Users with the Administrator role can add users to your partner account.

Some suppliers manage users on behalf of their partners. If this is the case, contact your supplier with requests to add users.

Navigate to > Settings.
Go to the Manage Users tab in the left hand sidebar. This opens a list of all current users in your partner account.
Click New User.

In New User, provide this information to create a new user associated with your company.

Parameter	Type	Description
First Name	Text	The user's given name.
Last Name	Text	The user's family or surname.
Email Address	Text	The user's email address - this serves as the primary identifier of the user.
Mobile Phone	Number	[Optional] The user's phone number.
Custom Fields		Information that your supplier has requested - the available fields, and whether they're required/optional, vary by supplier.
Role	Radio	The user's role.

Click Save. An email is sent to the new user, with a link for them to set their password. This is an example of an email:

Note: The email is sent from your supplier's designated portal email address - they can verify it for you. Ensure that emails are delivered by advising your users to whitelist the address. For more information, see What is a Whitelist?

The admin will see an error if a user with the same email already exists.

Note

If your account permits multi-partner users, you CAN create a user that can be linked to other partner accounts using the same email address. Reach out to your supplier to clarify if your users can be set up in this way.

For more information, see Giving a User Access to Multiple Accounts.
The new user should click the link and add their password when prompted. When they've added their password, they can access your partner portal.

Your supplier can also add users to your partner account. When this happens, you may have the option to approve or reject the addition. For more information, see Approving/Rejecting Users for User Accounts.
If a user is a member of multiple partner accounts, they won’t receive a welcome/set password email if this registration is not their first. They don’t need one - the password they set from the original account registration will apply for all partner accounts. They’ll get an email confirming each new account, with the option to login using the credentials they received in the original email.