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.
NOTE: The link to your environment can be found here: Partner Portal
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
NOTE:
- Admin(s) can create Partner Portal Users and change permissions of users of partner portal.
- Only "Managers" are able to create and manage Partner Accounts.
- "Basic" is read only.