Adding / Managing Users in Partner Central
Existing admins can easily add or manage users in Partner Central to ensure team members have the right access. Follow these steps to add new users or update existing ones.
1. Click on the circle with your initials in the upper right corner
2. Select Company Profile from the drop down menu
3. Click the Manage Team button
a. To add a user:
i. Click the Add User button on the right side, fill in the requested information, and click Submit
b. To ‘remove’ a user:
i. Click the sliding button next to the existing user’s name to put them into an inactive status, effectively taking away their access to the account.
c. To manage existing users:
i. Click on the name of the user you want to update
ii. On the next screen, you can edit their information
iii. To give them administrative privileges, check the boxes next to the option you want:
Account Profile Administrator – Lets them update the company name and details
Member Administrator – Lets them add new users to the account
Opp Administrator – Lets them see and reassign leads and deals
iv. To remove administrative privileges, uncheck the appropriate boxes
Updated