Option 1: Partner Self-Registration
If you'd like partners to sign up on their own, they can register directly through your portal’s registration page.
Step 1: Share the Registration Link
Send your partners the registration page so they can create their own account.
Your registration page will follow this format:
yourcompanyname.partnerportal.io/register
You can include this link in an email or other communication introducing your partner portal and explaining how they can join the program.
This step can only be done by 1 user at each partner company. Once the registered user has access to the portal, they can invite the remainder of their team.
To avoid duplicate partner companie, do not send these steps to multiple users at a single company.
Step 2: Partner Registration
Once a partner lands on the registration page, they can complete the sign-up process to request access to your partner program.
All fields in the registration form will need to be completed by the registering partner.
Partners can also access this form from the sign-in page by clicking the Become a Partner button under Register.
Step 3: Approve the Partner
After a partner submits their registration request:
The partner will receive an email confirming their request was submitted.
The portal Admin team will be notified of the request.
Once the Admin verifies and approves the partner, they will gain access to the portal and can begin registering deals.
Important:
PartnerPortal does not support automatic partner approval. All partner registrations must be manually approved by an Admin.
Option 2: Invite a Partner
You can also invite partners directly to the portal without requiring them to complete the registration form.
Step 1: Send an Invite
Go to the Partners tab.
Click Invite.
From here, you can invite a single partner or multiple partners at once.
Important: All fields in the invite form must be completed.
Phone Number Format Requirements:
Enter the full number without spaces or dashes
Include the country code
Example:
14075557899
(1 = US country code + 4075557899)
Bulk Inviting Partners
To invite multiple partners at once, you can upload a CSV file.
Download the CSV template in the bulk invite section.
Add your partner information to the template.
Upload the completed file.
The bulk invite page will also show how many partners can be invited at once.
