Creating a Partner Account

Partners are special accounts on the End-User portal. (See About Accounts for more information.) Only partner users can create new partner accounts on the portal site.

To create a new partner account:

Locate the account for which you want to create a partner account by listing all accounts or searching for the account.

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To search, click Accounts & Users > Search Accounts, enter your search criteria, and click Search.

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To list all accounts, click Accounts & Users > List All Partners.

The End-User Portal opens the search results page.

On the Partner Accounts page, select the account for which you wish to create a partner account.

Click Actions > Create a Partner Account. This opens the Create an Account page.

Enter the Account ID (required).

Enter the Account Name of the account (required).

Set the Visible to Other Partners to Yes or No. Default: Yes.

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Click No to prevent partners in different distribution tiers from seeing information about this account.

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Click Yes to allow partners to see information about this account.

Add additional address information as desired.

Click Save.

The End-User Portal saves the new partner account with the settings you provided. At this point, you can also decide whether to manage this account’s users and whether or not to link sub-accounts to it.

If you choose to manage users for the current account, you can create new users, link existing users, or remove users:

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Click Actions > Create a User to link a new user to the partner account. Then follow the steps outlined in Creating a User to create the new user account.

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Select users (and roles, if applicable) and click Actions > Link Existing Users to link selected users to the partner account.

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Select users and click Actions > Remove Users to remove selected user from this partner account.

If you choose to link sub-accounts to this account, follow the steps described in Linking Sub-accounts to an Account.