This feature enables you to create additional users, manage their access and set appropriate permissions tailored to their responsibilities within your organisation. Creating users is a great way to enhance security and streamline workflows.
Creating a user
- Log into partners.one.
- Click on the "User management" button located at the top right.
3. Click on the blue "Create User" button located at the top right.
4. Fill out the new user's account data and set the appropriate permissions.
5. Click on "Save".
Assigning roles and permission
You can easily manage user access and permissions at any time to ensure that every team member has the appropriate level of authority and responsibility.
When creating a user, the default role is Editor. Editors only have access to customers that they have been assigned to. If you prefer a specific user to be an Admin, you can select this role when creating the user. Admins have access to all customers and users.
The option to delete existing customers is not available yet. If you need to delete a specific customer, please contact us at support@partners.one.
To change the role and access permissions of an existing user, you can follow these steps:
- Navigate to the user management dashboard within partners.one.
- Click on the three dots behind the user and select "Edit user".
- You will be able to change the user's name, role, and access permissions.
- When you have made the necessary adjustments, click "Save".