Partner-level users can be given access to multiple client portals at a time. If a user does not need to access multiple client portals, consider giving them Manager-level access. Only Partner-level users and the Timerack Support team can add new Partner users; Managers do not have access to add or manage users at the Partner level.

By default, new Partner users are granted access to every client on your company's Partner Dashboard. To assign Partner users access only to specific clients, see Assign Partner User Access to Client Portals.

This article explains how to create a new user who can access multiple client portals as a Partner. To create a new user who can access only one client portal, see Add a Manager User.

1) From the Partner Dashboard, click My Accounts in the top navigation menu.

2) Select the Add User option on the left.

3) Click the Add User button, or use the Select Partner User dropdown to choose Add New.

4) Enter the user's email address. Email address is the username that they will enter when logging in.

5) In the password field, create a temporary password that the user will enter when they log in for the first time. 

6) Mark the force user to change password checkbox to require the user to update their password when they log in.

7) Enter the user's first and last name.

8) Partner Users' permissions can be set so that they cannot view or modify the Settings in client portals to which they have access. 

To prevent access to portal Settings, mark the Restricted Access checkbox.

9) Activate the user's profile by marking the Active checkbox.
10) Mark the Send Email checkbox to generate a welcome email which will be sent to the user. Email will send when the user profile is saved.
Email sender is [email protected]. Check spam and junk folders if the recipient cannot locate the email.

10) Click Save in the bottom right to create the account and send the welcome email.