Overview
Effective partner program management requires precise control over who accesses the partner portal and what permissions they have. The User Management module provides administrators with a centralized tool to oversee all individual users within their partner ecosystem. This capability is crucial for maintaining data integrity, ensuring compliance, and facilitating smooth communication with partner organizations.
Key Features
- View Partner User List
- Add New Users
- Import Users
- Bulk Update Users
- Search and Filter Users
- Grid and List Views
Accessing User Management
Click Onboard → User Management → Manage Users.
Viewing Partner Users
This screen presents the 'Manage Users' interface within the Onboard module, providing a centralized view of all individual users associated with partner organizations. Each user is represented by a card displaying their name, email, and assigned role, allowing administrators to review essential contact information and their specific function within the partner ecosystem. This view supports the management of partner contacts, which is a key entity in the Onboard module for tracking individuals at partner companies.
Click the Grid View icon.
Click the List View icon.
Frequently asked questions
- What is the User Management module's primary function?
The User Management module allows UPM administrators to view and manage all users associated with their partner accounts. This includes controlling portal access and assigning roles.
- Who typically uses this module?
UPM administrators primarily use this module to oversee all individual users within their channel ecosystem and manage their access.
- What key features are available in the module?
It offers features like viewing user lists, adding new users, importing users, bulk updating, searching, filtering, and switching between grid and list views.
- How do I access the User Management module?
Navigate to the Onboard module, select User Management, then click Manage Users to open the interface.
- What information does the 'Manage Users' view display?
Each user is presented with their name, email, and assigned role, which allows administrators to quickly review contact details and functions.