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
• Revoke a User
• Edit Permissions for a User

Add a user

To add a user on Partner Portal:

1. 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.

2. Click Add User from the left pane.

   The Add User Details pop-up page is displayed.

3. Enter the user’s name in the Name field.

4. Enter the user’s email ID in the Email ID field.

5. 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

6. 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

7. 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:

1. 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.

2. 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:

1. 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.

2. Click the hamburger menu next to the user you wish to revoke and select Edit Permission.

   The Add User Details page is displayed.

3. 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
4. Click Add User.