This article will help walk you through the process of adding Staff and Partners to your Partner Portal
Add Staff Members
A staff member is someone from within your company or organization that you would like to give access to your partner portal for management purposes. A staff member can have different permissions by making them an admin.
First, you will want to go to your “Settings” near the bottom of the Sidebar. By scrolling down to the bottom of your Settings page, you will come to the Staff section. In the top right-hand corner of the Staff section, you will see a button labeled “Add Staff”. After clicking that button, you will need to fill out the necessary information for your staff member (first name, last name, email address, phone number) before they can be approved as a Staff Member.
Now that you have set up your branded partner portal it is time to start inviting you 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.