In this article: To add user | Select Portal Role | Self-Service Portal Role form | Remove contact | Confirm selection | Manage Portal Role
Program Details
On the FastTrack Community Portal, select My Workspace, Program Memberships. To see program details, select either Program or View Program Membership Details as shown in the following screenshot.
The Overview section displays the partner's Program Membership details. This section cannot be edited online. If any information is incorrect or needs to be updated, submit a ticket via Partner Support.
In the Payment Information section, the Payment Central contact name is the contact individual who is identified during the Partner Onboarding process. Note: This contact does not automatically have the ability to view statements. To gain access, the Program Administrator must add them to the Additional Contacts section.
Select Additional Contacts or scroll down to the Additional Contacts section.
You can view the contacts associated with the program and their role.
For more information on Program Membership roles and portal access, review Role/Portal Access for details.
To add user
Select Create to add a user.
Select the Search icon (see highlight in image below) to select the new user’s portal Role Type.
Select Portal Role
In Lookup records, select the appropriate role, then click the Select button.
Self-Service Portal Role form
Fill in the Required Information (marked with red asterisk).
If the person you are setting up is accessing the portal for the first time, set the Send Portal Invitation? to Yes. This will send an email to the new user with their individualized invitation code to redeem for access.
If they are already an existing user of this portal, the invitation is not necessary.
Note: Portal roles added using the Create, Self-Service Portal Role Form may take up to 15 minutes to appear in the list.
Remove contact
An existing contact in the organization no longer requires access to the Program Membership:
Select the down arrow next to the contact’s name, choose Deactivate.
Confirm selection
Review the deactivated record before selecting the Deactivate button. The deactivation is permanent.
Manage Portal Role
You may edit an existing contact if it is appropriate to adjust their access level. Select the Search tool by the existing Role Type to open list to change the user’s role.