How To: Add a User to a Strategy in Partner Portal

Overview

This guide will walk you though creating a new user inside Partner Portal for a strategy.

Instructions

Step 1:

Login to Partner Portal for your environment. 

Step 2:

Login to Partner Portal

Step 3:

Once you have successfully entered, navigate to: "Menu," then select "Users" 

Step 4:

Select the "Create New" button

Step 5:

You will be prompted with a few empty fields to fill out. Enter the User's: Name and Email Address 

Once finished, click "Create"

Step 6:

Next, find the User you just created within the "User List" -- then click "Details" in order to update the User's level