Managing Users

Partner Group users are managed from the Partners section rather than the Users screen.

Adding a User to a Partner Group

1. Navigate to Partners in the left sidebar

2. Select the Partner Group

3. Open the Users tab

4. Select + User

5. A modal will appear listing all users not currently assigned to a Partner Group

6. Select the user and click Add

Each user can only belong to one Partner Group at a time. Users already assigned to a Partner Group will not appear in this list.

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Changing a User's Partner Organization

A user's Partner Organization can be changed at any time. However, this is managed from the Partners section rather than the Users screen.

If a user is already assigned to a Partner Group, they must be removed from their current group before they can be added to a new one.

Remove the user from their current Partner Group

• Navigate to Partners in the left sidebar

• Select the user's current Partner Group

• Open the Users tab

• Locate the user and select Remove

Add the user to the new Partner Group

• Navigate to the new Partner Group

• Open the Users tab

• Select Add User

• The user will appear in the list and can be added to the new group

Removing a user from a Partner Group does not delete the user account. The user will remain in the system and can be reassigned to any Partner Group at any time.