Guidelines for Adding Admin Sub-Users 

Overview

The OnBoardSoft Channel Partner Portal allows Super Admins to create sub-user accounts with administrative privileges through an invitation

Sub-User Creation Process 

1-Access the Sub-User Management Interface

• Login as Super Admin
• Navigate to the "Sub Users" section from the left sidebar menu

2-Initiate New Sub-User Creation

• Click the "Add User" button in the top-right corner

Complete the invitation form:

• Full Name (recipient's complete name)
• Title (professional position/role)
• Email Address (business email for secure communication)
• Comment (optional context or instructions)

3-Assign Administrative Roles

• Click "ASSIGN ROLES" to expand role options
• Select appropriate administrative permissions based on responsibilities

4-Send the Invitation

• Review the invitation details
• Click "Preview Notification Email" to verify content (optional)
• Click "Send Invite" to dispatch registration email

Registration Process for Invited Sub-Users

1-Email Receipt and Link Activation

• The invited user receives an email with a secure, tokenized registration link
• User must click this link to access the Sub User SignUp form

2-Registration Form Completion

The invited user completes all required fields:

• Company Name
• Full Name
• Title
• Email Address (pre-filled from invitation)
• Address Details
• Secure Password

3-Account Verification

• After form submission, the system sends a verification email
• User must verify their email address by clicking the activation link
• Account becomes active only after successful verification

4-Access and Onboarding

• Once verified, the sub-user can access the portal with their assigned permissions
• The Super Admin should provide necessary orientation and training

This controlled invitation process ensures that only authorized individuals can obtain administrative access to your OnBoardSoft Channel Partner Portal.