How to Add a New Service Partner User

Steps to Add a New Partner User

1. Open the Service Partner

• Navigate to Service Partners

• Select the relevant partner from the list

2. Go to Partner Users

• Click Workers & Users

• Select Partner Users

• Click + New Partner User (top right)

3. Complete User Details

Enter the user’s information.

Mandatory Fields

The following fields are required:

• First Name

• Email Address

• Username

  • This will auto-populate using the email address

  • You can amend it if needed

• Password

  • A default password will be generated

  • No changes are required unless necessary

Send Login Credentials

• Tick the Send Email checkbox if you would like the system to email the user their login credentials automatically.

4. Create the User

• Click Create in the bottom-right corner to save the new user.

What Happens Next?

Once created:

• The user will have access to the partner account based on their permissions.

• If Send Email was selected, they will receive login credentials by email.

Troubleshooting

If you encounter issues:

• Check all mandatory fields are completed

• Ensure the email address is unique and not already in use

• Confirm the user appears under Partner Users after creation

If you continue to experience issues, contact support for assistance.