Partner sub-accounts overview

Partner sub-accounts allow affiliate partners to create and manage additional users within their organization, giving team members role-based access to the Partner Portal. 

Enabling partner sub-accounts

Before your partners can use sub-accounts, the feature must be enabled for your program. To turn it on:

  1. Open your program and navigate to Partner Portal under Affiliate.
  2. In the Settings → General tab, scroll down to the Behaviour section.
  3. Toggle Partner Sub-Accounts to enable the feature.
  4. Click Update to save your changes.

Managing sub-accounts as a partner

Once enabled, partners will see a new Accounts section in the Partner Portal where they can invite and manage sub-users.

To invite a new user:

  1. Click on your profile, then select Accounts.
  2. Click Create Account.
  3. Enter the name (optional), email address and password. Click Create.
  4. You'll see the newly created sub-account. You can edit the details, suspend, or delete the subaccount here.

The partner can now share the login details with the new team member. 

Sub-account user login

Sub-account users will have a separate login page, that is accessible through the main partner portal login:

Sub-account user permissions

Sub-account users will not be able to:

  • Add new sub-accounts to the partner portal
  • Delete the partner account.

Managing sub-accounts as the program owner

As the program owner, you can view and manage existing sub-accounts via the partner profile:

  1. Find the partner in your partner list:
  2. Open their profile and switch to the Sub-accounts tab:
  3. Here, you can Create new and Edit (Suspend or Activate) or Delete existing sub-accounts:

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