How to add a Partner

This article will help walk you through the process of adding Partners to your Partner Portal

Updated over a week ago

Now that you have set up your branded partner portal it is time to start inviting your partners to join your PRM (Partner Relationship Manager) system. To do this, please follow the following instructions:

Head over to the settings section of your partner portal

Copy your domain address under the company section.

For example: If your subdomain is “Demo” the partner registration link will be “demo.partnerportal.io.” If you are using the custom domain feature, please copy the custom URL.

Note: Please contact our support desk should you have any trouble obtaining your subdomain.

Once you have copied the domain URL, now it’s time to send an email or communication to your partner introducing the partner portal and why they should sign up.

Once a new partner lands on your partner registration page (xxxx.partnerportal.io/register), they will follow the sign up as a partner link. See screenshots below:

After a partner signs up for your partner program, they will receive an email stating the partner admin (you) has received a request and once verified the partner will have access to register deals.

(For more information on how to add Staff, head to this article for more information)

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