Adding PartnerPortal Support as a Staff Admin
If you’d like our team to assist with branding customization or troubleshooting, you’ll need to add the PartnerPortal support team as a Portal Admin in your portal.
This allows our team to log in and access your portal when needed to help with setup or support-related requests.
These steps can also be taken if you've registered for a portal either on our website or completed during your Live Demo call.
How to Add the Support Team as a Staff Member
Log in to your portal.
Navigate to Account & Settings.
Select the Team tab.
Click Add Team Member in the top-right corner.
Enter the following information:
First Name: PartnerPortal.io
Last Name: Support
Email: [email protected]
Phone Number: 321-555-0000
Note: If you receive an error when entering the phone number, add a 1 at the beginning (e.g., 1-321-555-0000).
All fields must be completed before continuing. Click the Submit button when finished.
Please inform your dedicated point of contact and our designer will get started with your portal.
Granting Permissions
After adding the staff member, make sure the account has the Portal Admin role. (see article to update roles and permissions)
This allows our team to access your portal and make any requested customizations.
Once completed, notify your dedicated PartnerPortal contact so our team can begin working on your portal.
If you have additional questions please don't hesitate to reach out to our team at [email protected].