Homepage

Changing the Partner of a User

Last edit: Jul 14, 2023

This guide will help you change the Partner that a User belongs to.

Requirements

To follow the steps in this tutorial, you should be able to log in to the Partner Portal, have access to a User and multiple Partners.

Steps

Changing the Partner a User belongs to is a two-step process:

Step 1: Locate User

In the menu on the left, click on Users, and select the email address of the User you would like to assign to a different Partner. The information page of the User is displayed.

Step 2: Change Partner

Under Partner, the Partner the User belongs to is displayed. To change the Partner, scroll to Change Partner, and select the Partner you would like to assign the User to from the drop-down. Once selected, click on Change.

An [email address] Partner was successfully updated. message is displayed and the User's information page reloads. The User now belongs to the Partner you specified.

Next steps

Congratulations! You have changed the Partner a User belongs to. Now you can learn about updating a Partner's information:

Questions?

We are always happy to help with any questions you may have.

contact us