A Sub-User is an employee or team member within the same company who needs access to specific portal functions but operates under the main account's umbrella.The Channel Partner Portal allows you to create sub-user accounts, providing team members with appropriate access to your account.

There are two distinct ways to add sub-users

• Through the Admin Portal's Client View: Access sub-users through the client profile
• Through the Client Portal Interface: Access the client dashboard through admin actions

This guide explains both methods in detail.

Method 1: Adding Sub-Users from Admin View

Step 1: Access Client Profile

• Log in to your Admin account
• Click on "Clients" in the left sidebar
• Find the client in the list and click on their name or select "View Client" from the actions menu

Step 2: Navigate to Sub-Users

• In the client profile, locate and click the "..." (more options) menu
• Select "Sub Users" from the dropdown options

Step 3: Choose Creation Method

On the Sub Users page, select one of two options:

Option A: Add New Sub User Directly

a) Click "Add New Sub User" button

b) Complete the registration form with:

• Main Client (pre-filled with parent account)
• Client Name and Title
• Company Name
• Email Address and Phone Number
• Complete address information

c) Optional: Check "Add Password" to set a password immediately

d) Optional: Check "Notify Sub User" to send welcome email

e) Click "Submit" to create the account

Option B: Invite New Sub User

a) Click "Invite New Sub User" button

b) Fill in the invitation form:

• Main Client (pre-filled)
• Full Name of the sub-user
• Email Address of the sub-user
• Add Comment (required)

c) Optional: Click "Preview Notification Email" to review the message

d) Click "Send Invite" to dispatch the invitation

e) The system will send a secure registration link to the email provided

Step 4: Manage Sub-Users

1- Track pending invitations through the "Pending Invitations" tab

2- View and manage active sub-users in the "Sub Users" listing

3- Locate the sub-user in the list and from Action dropdown menu, you can:

• Edit Sub User: Modify the sub-user's information/Status/Password
• Assign Role: Set specific access permissions for the sub-user
• Manage Integration: Configure integration settings
• Dashboard: View the sub-user's dashboard

Method 2: Adding Sub-Users via Client Portal Access (Admin)

Step 1: Access Client Portal from Admin View

• Log in to your Admin account
• Navigate to "Clients" in the left sidebar
• In the client listing, find the target client
• Click the "Actions" menu (three dots) for that client
• Select the option to access the client dashboard/portal

Step 2: Navigate to Sub-Users in Client Portal

• Once in the client portal interface (you'll see "CLIENT PORTAL" in the sidebar)
• Click "Sub Users" in the left navigation menu

Step 3: Add New Sub-User

Click either "Invite New Sub-User" or "Add New Sub User" button

Step 4: Complete the Registration Form (Mentioned in detail in Method 1)

a) For invitations:

• Enter full name and email address
• Add a comment (required)
• Click "Send Invite"

b) For direct addition:

• Complete all required fields
• Click "Submit"

Step 5: Manage Sub-Users

1- View all sub-users in the table listing

2- Monitor "Pending Invitations" for sent invite

3- Click the three-dot actions menu (⋮) and from the dropdown menu, you can:

• Edit Sub User: Update the sub-user's profile information/ Status/ Password
• Assign Role: Configure what features and data the sub-user can access