Manage Users on Partner Portal
You can invite users and provide permissions to manage or maintain your Partner Portal. You can perform the following to manage users:
Add a user
To add a user on Partner Portal:
- Click your profile picture on the top-right corner and select Invite a user from the drop-down menu.

The _My Users_ page is displayed.

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Click Add User from the left pane.
The Add User Details pop-up page is displayed.

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Enter the user’s name in the Name field.
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Enter the user’s email ID in the Email ID field.
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Select any of the following options from the Select the type of referral access this user will have the field:
- The user will be able to see all your referrals
- The user will be able to see only their referrals
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Select any of the following user’s permissions from the Select type of user management permissions this user will have field.
- The user can add/manage other users
- The user cannot add/manage other users
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Click Add User to add the user.
A confirmation message is displayed, and a link is sent to the e-mail ID that was entered in Step 4.

Revoke a user
To revoke a user or make the user inactive on Partner Portal:
- Click your profile picture on the top-right corner and select Invite a user from the drop-down menu.

The My Users page is displayed.
- Click the hamburger menu next to the user you wish to revoke and select Revoke Access.


Edit Permission for a user
To edit permission for a user on Partner Portal:
- Click your profile picture on the top-right corner and select Invite a user from the drop-down menu.

The _My Users_ page is displayed.
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Click the hamburger menu next to the user you wish to revoke and select Edit Permission.
The Add User Details page is displayed.


- Select any of the following user’s permissions from the Select type of user management permissions this user will have field.
- The user can add/manage other users
- The user cannot add/manage other users
- Click Add User.
Updated about 2 months ago