⏱️ Estimated time: 2–3 minutes | Who can do this: Admin only
Before You Start
You must have Admin access to your portal to add team members and assign roles.
After completing these steps, notify your dedicated PartnerPortal contact so the team can begin working on your portal.
Step 1 — Open the Team Settings
Log in to your portal.
Navigate to Team under Portal Settings.
Click Add Team Member in the top-right corner.
Figure 1 — The Add Team Member button is located in the top-right corner of the Team tab.
Step 2 — Enter the Support Team Details
Fill in the form with the following information exactly as shown:
Field | Value |
First Name | PartnerPortal.io |
Last Name | Support |
Phone Number | 321-555-0000 |
All fields must be completed before you can submit the form.
ℹ️ Note: If you receive an error when entering the phone number, add a 1 at the beginning — 1-321-555-0000.
Click Submit when finished.
Step 3 — Assign the Portal Admin Role
After adding the support team member, make sure their account is assigned the Portal Admin role. This gives the team the access level needed to make customizations and assist with support requests.
See How to Update Admin Roles and Permissions for instructions.
Step 4 — Notify Your PartnerPortal Contact
Once the Portal Admin role is assigned, let your dedicated PartnerPortal contact know. The team will begin working on your portal as soon as they are notified.
Troubleshooting
I received an error when entering the phone number.
Add a 1 at the beginning of the number — 1-321-555-0000. This is the US country code and is required by the phone number field.
The Submit button is not active.
All fields must be filled in before the form can be submitted. Double-check that no field has been left blank.
I need to update the role after adding the team member.
Go to Account & Settings > Team, find the PartnerPortal Support entry, and update the role to Portal Admin. See How to Update Admin Roles and Permissions.
PartnerPortal Documentation · Last updated: July 2026