Create a Customer user

What role/s can do this? Partner admin, Partner provisioning.

Partners with the relevant role are able to create additional partner portal users as well as customer users. Customer users need to be associated with a customer and assigned a customer role in order to access the customer portal.

When a new user is created and activated, they will receive an email with a link to their portal, username and a temporary password.

Customer Roles #

Customer users need to be assigned a customer role. There are 2 customer roles: Customer Admin and Customer User. For more information on these roles please refer to the Customer Role Matrix on the Customer Knowledge Base.

Create a Customer user #

Customer users and admins are created by selecting a customer role and associating the user account with a customer.

1. Navigate to Users & Roles → Users
2. Select New User
3. Enter the Username, First Name and Last Name
4. Select the customer role/s you want to assign to the user
5. Select the Customer to assign the user to (if this is not visible, select a customer role)
6. To activate the user, enable the checkbox next to Activate User
7. Review the Password requirements
8. Enter the user’s primary email
9. Select the dashboard/s you want to assign to the user
10. Click Create New User

The new user displays in the table.

Useful Resources #

• Create a Partner User