Adding a User

Users with the Administrator role can add users to your partner account.

  1. In ZiftONE, navigate to portal_settings_icon.pngSettings.
  2. Go to the Manage Users tab in the left hand sidebar. This opens a list of all current users in your partner account.
  3. Click New User.
  4. In New User, provide this information to create a new user associated with your company.

    Parameter  Type  Description
    First Name  Text   The user's given name.  
    Last Name Text   The user's family or surname.  
    Email Address Text  The user's email address - this serves as the primary identifier of the user.
    Mobile Phone Number  [Optional] The user's phone number.
    Custom Fields   Information that your supplier has requested - the available fields, and whether they're required/optional,  vary by supplier.
    Role Radio

    The user's role.

  5. Click Save. An email is sent to the new user, with a link for them to set their password. This is an example of an email:

    portal_new_user_email.png

    Note: The email is sent from your supplier's designated portal email address - they can verify it for you. Ensure that emails are delivered by advising your users to whitelist the address. For more information, see What is a Whitelist?

  6. The new user should click the link and add their password when prompted. When they've added their password, they can access your partner portal.

Note: Your supplier can also add users to your partner account. When this happens, you may have the option to approve or reject the addition. For more information, see Approve/Reject Users from Supplier.

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