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


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


Step 1:

Log in to the Partner Portal for your environment. 

NOTE: The link to your environment can be found here: Partner Portal 

Step 2:

Log in to the Partner Portal.

Step 3:

Once you have successfully entered, navigate to Menu.  Then select Users.

Step 4:

Click 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.


  • Admin(s) can create Partner Portal users and change permissions of users in the Partner Portal.
    • Only "Managers" are able to create and manage Partner Accounts.
    • "Basic" is read-only.