Instead of distributing your admin@PartnerID credentials to all of your technicians, you can now grant access to your Partner Control Panel on a per user basis.  Permissions can be granted to the users listed under your associated Customer account.  Access can be limited to specific sections of the Control Panel for each user.



Associated a Customer Account

If not already completed, the first step to configured the Control Panel Users is to associate a Customer Account ID to your Partner Control Panel.  This Customer Account should contain your own company users that will be granted access to your Partner Control Panel.

  1. Click on Control Panel Users under the Partner Configuration sub-menu.
  2. Enter the Account ID of the Customer Account you would like to associate with your Control Panel.
  3. Click the Assign Account button.


Please note that once an Account ID has been associated with your Partner Control Panel, it cannot be changed.



Granting User Access

  1. Click on Control Panel Users under the Partner Configuration sub-menu.
  2. For each user that you would like to grant access to the Control Panel, place a check in the box that corresponds with the section of the Control Panel that user should be able to access.  That section will automatically show up in the user's Control Panel window the next time they log in with their credentials.