Partner Portal

How to Add Users to Your Account in Partner Portal

Adding additional users to your company's Partner Portal account allows them to send requests, enter quotes, place orders, and communicate with Gemini. Additional users can support your clients in real time, winning you more business and saving you time. Follow these simple steps to add users to your company's Partner Portal account. 

Note: You can add up to 30 users on your company's Partner Portal account.


1. In Partner Portal, click Hello, Your Name! in the top right corner. 

2. Click Manage Accounts. 

Note: You can find Partner Details, User Details, and Users here. Partner Details include your company information. Your User Details includes your information. You can edit both Partner Details and User Details at any time by clicking Update.

3. In the Users section, click Manage Users.

Note: You can view all active users in your company account in this section and see their contact information. 

4. Enter a new user's first name, last name, and email address in the space provided and press Send Invite. 

Note: If a user is no longer employed at your company, you can remove their account here. Any active user in your company's Partner Portal account can manage users in the account.

The new user will need to accept the invitation sent to their email and follow the steps to create their account. 

Note: Invitations sent to new users expire in 1 week and will need to be resent if not accepted.

Tip: If you have questions, contact us through Partner Portal by using our Help and Support panel.

 


6000.29