Instructions for Setting User Permissions in the Partner Portal

Keep your Partner Portal organized by giving the right people access to the tools they need.

The User Management section allows administrators to add team members, assign permissions
based on their responsibilities and update access as roles change. Whether you’re managing
sales, marketing, finance or administrative users, you can easily control who has access to each
area of the Partner Portal.

We recommend adding additional users. This helps ensure the right people have access to the
Partner Portal and allows us to share relevant resources and communications with the
appropriate points of contact.

User Management Benefits

  • Manage access with confidence – Assign permission levels based on each user’s responsibilities
    to help keep account information secure and organized.
  • Support your entire team – Provide Marketing, Sales, Finance and HR access to the tools most
    relevant to their role.
  • Keep information secure – Protect sensitive account information by limiting access to
    authorized users.
  • Manage users anytime – As your organization grows or responsibilities change, you can easily
    add users, edit permissions or remove access.

Getting Started With User Management

Only users with Admin permissions can add new users, assign permission levels and manage
access for your organization’s Partner Portal account.

Follow the steps below to get started:


1. Log in to the Partner Portal


2. Navigate to User Management

  • Open the menu in the upper-right corner of the homepage and select Account Settings.
  • From the left-hand menu under Account, select Users.

Partner Portal User Management screen


3. Add a New User

Click the Add button in the upper-right corner of the page. Complete the required fields:
Email address, First name, Last name. You may also optionally add:
Phone number and Job title.


4. Select User Permissions

Choose the appropriate User Level from the dropdown menu based on the user’s role within
your organization.

Partner Portal Add New User form

Available User Levels

  • Admin has full access and is recommended for primary account contacts and portal
    administrators.
  • Finance focuses on monetary matters. These users can view commissions and update
    payments.
  • Sales Manager can handle most operations but doesn’t have permissions to update
    payment methods.
  • Sales Associate is limited to viewing sales. These users have general access without any edit
    rights.
  • Marketing has access to sales and marketing resources, the help section and contact info.
  • HR is limited to managing users for their company.
  • No Access disables portal access without deleting the user.

You can also combine multiple permission levels when needed.

Partner Portal User Level permission options


5. Save To Create the User

Once you’ve selected all necessary information and permissions, click Save. The new user will
then appear in the User Management table and will be able to access the portal using their
login credentials.

Understanding the User Table

The User Management table displays: User name, email, user level and account status.

Your primary account contact will be identified with a green Primary badge.

To edit a user or update permissions, click the pencil icon located on the right side of the user
row.

Partner Portal User Management table

Frequently Asked Questions

Can a user have multiple permission levels?

Yes. Users can be assigned multiple permission levels to provide access to the tools and features they need for their role. For example, a user may have both Marketing and Sales Manager permissions.

Can I update or edit a user's permission later?

Yes. Users with Admin permissions can edit a user’s information or update their permission levels at any time from the User Management page. To edit a user or update permissions, click the pencil icon located on the right side of the user row.

What does "No Access" mean?

The No Access permission allows you to keep a user listed in your organization’s Partner Portal account without allowing them access to the portal. Permissions can be updated later if access is needed.

Ready To Get Your Team Set Up?

Log in to the Partner Portal to add users, assign permissions and ensure the right members of
your organization have access to the tools and resources they need.

Log In to the Partner Portal

Contact Us

If you have any questions or need assistance, the Partner Team is happy to help at
partnerteam@globalrescue.com
or +1 (617) 459-4200.

Prefer a guided walkthrough? Watch this video tutorial for step-by-step instructions on
managing users and permissions.