Partner Portal Add and manage account users

``` Navigation: Main_Page > Partner Portal > Partner Portal - Add and manage account users

Partner Portal - Add and manage account users

The Partner Portal in ActiveCampaign allows agencies and resellers to efficiently manage multiple account users. This feature is critical for organizations looking to streamline user management and enhance security by providing admin-level access to specific team members. By allowing team members to manage account-related tasks without sharing sensitive credentials, users can effectively collaborate while keeping the main account secure.

How to access this feature

To access the user management feature within the Partner Portal, follow these steps:

1. Log in to your Partner Portal account. 2. Navigate to the left menu and click on Accounts followed by Users.

Step-by-step instructions

This section outlines how to perform various user management tasks:

Add a new admin user

To add a new user with administrative privileges:

1. Click on Accounts > Users in the left menu. 2. Click the Add new user button. 3. A modal window will appear. Enter the new user’s information (first name, last name, email, and password). 4. Click the Save button.

When completed, ensure that you share the login information with the new user.

Edit an admin user

You can modify the following information for existing users:

• First name
• Last name
• Email address
• Account password

To edit an existing user:

1. Click on Accounts > Users in the left menu. 2. Locate the user you want to update, then click the Edit button. 3. A modal window will appear. Update the required user details. 4. Click the Save button.

If you are updating the login information, be sure to share the new details with the user.

Force logout an admin user

In certain situations, you may need to log out a user immediately:

1. Click on Accounts > Users in the left menu. 2. Locate the user you wish to log out, then click the dropdown next to the Edit button. 3. Click Force logout.

Delete an admin user

To remove an administrative user from your account:

1. Click on Accounts > Users in the left menu. 2. Find the user you want to remove, then click the dropdown next to the Edit button. 3. Click on Delete.

Configuration options and settings

Within the Partner Portal, the following bold features can be configured for user management:

• Add new user – Initiates the process to include a new admin user.
• Edit – Enables modifications of user-specific information including name and email.
• Force logout – Allows account admins to log out users effectively.
• Delete – Permanently removes a user from the account.

It is important to note that while these admin users have extensive access, they cannot edit primary admin details.

Best practices and tips

When managing admin users in the Partner Portal, consider the following best practices:

• **Multiple Admins**: Always have multiple account admins instead of sharing one set of login credentials to maintain security.
• **Regular Updates**: Regularly update user information and passwords to prevent unauthorized access.
• **Audit Logs**: Keep track of user activities for accountability, especially if multiple users have admin-level access.
• **Prompt Communication**: When sharing login credentials or making updates, promptly inform your team members to ensure they remain informed.

Common use cases with examples

Below are some common scenarios where managing admin users effectively can be beneficial:

• **Team Collaboration**: For agencies with multiple teams working on different projects, having designated admin users allows for clearer responsibility and task delegation.
• **Security Protocols**: In organizations worried about security, removing access for employees who no longer require it or who leave the organization helps protect sensitive information.
• **User Updates**: Updating user information immediately when changes occur can minimize confusion and ensure smooth continuity in operations among team members.

Troubleshooting section

If you encounter issues while managing users in the Partner Portal, consider the following troubleshooting tips:

• **Unable to Add User**: Ensure you have the necessary permissions within your account to add new users.
• **Edit Function Not Working**: Confirm that the user profile you are attempting to edit exists and that you have adequate access rights.
• **Force Logout Not Responding**: Check your internet connection and try refreshing the page. If the problem persists, reach out to ActiveCampaign support.

Related features section

For further information, explore other related sections within the Partner Portal, such as:

• **User Roles and Permissions**: Understand different user roles and their capabilities.
• **Account Management**: Learn how to manage general account settings and user access limits.

FAQ section

Here are some frequently asked questions regarding the Partner Portal user management:

Q1: How many admin users can I add? A1: There isn't a specific limit to the number of admin users you can add; however, it's advisable to only include those who require admin access for security reasons.

Q2: Can primary admin details be edited by other users? A2: No, admin users do not have the capability to edit primary admin details.

Q3: How can I change my password? A3: Users can update their passwords via the Edit option when modifying their account settings.

Q4: What happens if I delete an admin user? A4: If you delete an admin user, they will lose access to the Partner Portal immediately, and their information will be permanently removed.

Q5: Is there a way to recover a deleted user? A5: Unfortunately, there is no way to recover a deleted user once their account has been removed.

Q6: Can I log out another admin user at any time? A6: Yes, as an admin, you can log out other admin users by using the Force logout option.

Q7: Where can I find more documentation on Partner Portal features? A7: For more details, refer to the overall Partner Portal documentation available on ActiveCampaign.

By effectively using the features in the Partner Portal to manage account users, agencies and resellers can create a more secure, streamlined operation within their ActiveCampaign environment. ```