Overview
This guide will walk you through creating a new user inside the Partner Portal for a strategy.
Instructions
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.
NOTE:
- 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.