You can add and manage staff users on Partner Portal. This allows your staff to access the Portal's features using their login and password.
To add new staff users, follow these steps:
- Log in to the Partner Portal.
- On Settings, select Manage Staff Users.
- Select the location, if there’s more than one.
- Click Add User, then enter the staff user's name and email.
- Choose the permission type to assign and click Continue.
- Review the details, then click Send.
The staff user will get an email invitation to create their account and set up a password. Once registered, they'll have immediate access to the Partner Portal.
💡 To manage assigned roles and permissions, go to Settings > Manage Staff Users > Staff user's name > Edit or Remove Access.
Available roles and permissions:
- Admin: Full Partner Portal access, including the ability to assign roles and permissions.
- Manager: Full Partner Portal access, but can’t assign roles and permissions.
Important note:
If a location has only one Admin staff user, you can't remove their access. To proceed, first add another Admin, then try removing their access again.