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How to Create a Test Partner

Learn how to create a test partner account to experience your portal from a partner's perspective.

Creating a test partner allows you to see the registration process, portal access, and partner experience firsthand.


Step 1: Register the test partner

Go to your registration page by clicking the Register button in the top-right corner of your portal, or the Become a Partner button on the login page.


Step 2: Complete the registration form

When filling out the form, use unique account details that are not already associated with your portal.

Email address

The platform does not allow duplicate email addresses. Your test account must use a different email than your admin account.

A simple workaround is to add +1 to your existing email. For example: [email protected]. This sends emails to your main inbox while creating a unique login.

Info: The email address must be active and accessible, a password setup email will be sent to complete registration.

Company information

Duplicate organization names and company domains are not allowed. Use:

The company information does not need to belong to an active business.


Step 3: Approve the test partner

  1. Return to your admin portal.

  2. Approve the newly registered partner account.

  3. Open the approval email and complete the login steps as the test partner.

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