Partner platform is a special platform which gives an extensive power for super administrator to manage multiple companies and others within a single login ID. This platform will only be available for you to use on request, please contact us at firstname.lastname@example.org for further information regarding this matter.
The benefits of having partner platform:
- Login into multiple companies easily and help to co-manage them
- Receive all-in-one bill for the monthly subscription
This partner platform could be managed by multiple people as well. You may add multiple Super Administrators, Agents, as well as Administrators.
How to add a new agent
- Click Agents on the side menu.
- Click the + New Agent button at the top-right hand corner.
- Enter the Name of the new agent.
- Enter the Email of the new agent.
- Select the Role of the new agent from the drop-down list as Agent.
- Super Admin – to add someone with an extensive access of the partner platform.
- Administrator – to add someone who will be in charge of the company that exists on partner platform, NO access at all to partner platform.
- Agent – to add someone who will be in charge of the company that has been assigned by the Super Admin.
- Select the Assigned Companies for the new agent from the drop-down list.
- Enter the Password for the agent to login with.
- Re-enter the password.
- Click the Submit button to invite this new agent via email.
Feel free to contact us at email@example.com if you face any difficulties. We will get back to you within 3 workings days.