Intro
The Partner Portal allows you to create and manage customer accounts seamlessly. You can also grant your colleagues access to the Partner Portal, enabling them to assist with creating and managing customer accounts and subscriptions.
Please note: All users with access to the Partner Portal will have the ability to:
Create new customer accounts.
Create and manage subscriptions.
Add seats to existing subscriptions.
View financial details, including subscription costs.
Inviting a user to the Partner Portal
To invite a user to your Partner Portal:
Navigate to Account in the menu on the left.
Go to the Users tab.
Fill in the Name and Email of the user you want to invite.
Click Invite user.
*Changing the role of a user is unnecessary, as only Administrators can access the Partner Portal.
