Manage Users

Administrative Permission Required

Administrative permission is required to access the ZiftONE Settings. For more information, contact your supplier's point of contact.

Overview

To expedite managing users in your organization, ZiftONE allows suppliers to delegate some aspects of user management to designated partner users. The administrator for your partner account can add and delete users, and keep their details up to date. They can also designate each user's role in your partner account - this option gives partners control over the visibility of content and portal views across their user base.

Here is some general information about users and roles:

  • There is no limit to the number of users a partner can have in their account. You can edit or delete users as their relationship with your organization changes.
  • Users can have one or more roles, for example they may be a sales advisor in your organization but also the administrator for your partner account.
  • Roles can be set through SSO and Salesforce Integrations.
  • Only users with the Administrator role can change roles of Sales and Marketing users.

In ZiftONE, partner users are allowed access to certain areas of the portal depending on their assigned role. Three default roles are provided in ZiftONE:

  • Sales - Users with the Sales role have limited access to ZiftONE. Sales users can work their leads and registered deals either through ZiftONE, email, or their CRM. Sales users will not receive To Partner Communications from the supplier. 
  • Marketing - Users with the Marketing role have access to ZiftONE features and content. They do not have access to account settings.
  • Administrator - Users with the Administrator role have access to account settings. This includes Company Profile, Lead Management settings, Mailing Credits settings, CRM settings, App Connectors, etc. Assign the role of Marketing to give access to the pages of ZiftONE.

Usually, there is at least one Admin that is given both the Marketing and Administrator role so that they have access to all available features.

In addition, your supplier may add their own custom roles. They can also specify whether partners can assign these roles to their users, or whether it's a supplier decision. For information, reach out to your supplier point of contact.

Your administrator can manage the list of users in your partner account from portal_settings_icon.pngSettings > Manage Users.

Before You Begin

You need to be logged into the portal with administrator rights.

Contents

Click on the + to expand the instructions for the desired task.

Add a User

Administrators 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 vary by supplier.

  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

  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 the Approve/Reject Users from Supplier section of this article.

Approve / Reject Requests for User Accounts

You may be asked to accept or reject a request to add a user to your partner account. This may happen if a user from your organization has registered to join your supplier's partner program, either directly or via invitation from the supplier. 

Once the user submits their registration, all Administrator users in your partner account receive an email about the request. They can approve or reject the request as applicable, by clicking the link in the email:

portal_approve_user_email.png

Administrators can also review user requests through the partner portal:

  1. Navigate to portal_settings_icon.pngSettings.
  2. Go to the Manage Users tab in the left hand sidebar. This opens a list of all users in your partner account. The list is divided into Unapproved Users and Approved Users.
  3. Click Approve or Reject against each unapproved user, as applicable.

Edit a User's Profile

Administrators can edit the profile for any user in your organization.

If you're not an Administrator, you can update your own profile. Go to portal_settings_icon.png > My Settings > Company Profile.

To update a user's profile:

  1. Navigate to portal_settings_icon.pngSettings.
  2. Go to the Manage Users tab in the left hand sidebar. This opens a list of all users in your partner account.
  3. Click on the name of the user you want to update, to open their entry for edit.
  4. In Edit User, make changes to any of the fields as required.
  5. Click Save.

Change a User's Role

Administrators can change the role designated to any user in your organization.

  1. Navigate to portal_settings_icon.pngSettings.
  2. Go to the Manage Users tab in the left hand sidebar. This opens a list of all users in your partner account.
  3. Click on the name of the user you want to update, to open their entry for edit.
  4. In Edit User, designate the required role by selecting it in the list.
  5. Click Save.

Delete a User's Account

Administrators can delete the account of any user in your organization.

  1. Navigate to portal_settings_icon.pngSettings.
  2. Go to the Manage Users tab in the left hand sidebar. This opens a list of all users in your partner account.
  3. Click on the name of the user you want to update, to open their entry for edit.
  4. In Edit User, click Delete to deactivate the user's account.

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