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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.
 

Screenshot of where to view program membership details

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.

Program Membership Details, Additional Contacts 

You can view the contacts associated with the program and their role.

Image of Main Program Contacts 

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.

Additional contacts, Create button 

 

Select the Search icon (see highlight in image below) to select the new user’s portal Role Type.

Self-Service Portal Role Create form, lookup field under Role Type 

 

Role Types and their functions 

 

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.

Create, Self-Service Portal Role Create form, Send Portal Invitation option 

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.

Screenshot of deactive button 

 

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.

Lookup records page

Comments (1)
  • Feedback - This is amazing to see that we can now send the portal invitation to team members without them having to request the redemption invitation! Much needed and much appreciated!