Knowing how to add contacts and team members to your profile on Partner Central to create an organized team that will help your business run smoothly.
We’re here to answer the questions below, as well as provide links to other useful articles:
- What is the difference between a contact and a team member?
- How do I add a team member?
- Why hasn’t the new team member been added yet?
- How do I alter business permissions?
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Can I grant another team member the ability to assign permissions?
- How do I revert a team member to a contact?
What is the difference between a contact and a team member?
Both contacts and team members will have information stored within Jedora Partner Central, but only team members can have business permissions enabled.
Think of a contact as a contact in your phone or an entry in an address book. Storing their information allows you to access it at any time for reference or eventually promote them to a team member. But as a contact, they are not granted access to business permissions in your shop and they are not notified that they are a contact.
Team members are those who work with you and will need business permissions to do the work to make your shop a success.
Becoming a team member requires them to create and register an account with Partner Central, as well as accept your invitation to join the team. The invitation link will expire after seven days and, if necessary, can be revoked by the primary account manager by going to that individual contact’s page and selecting Revoke Invitation.
Once a contact has accepted the invitation to become a team member, the primary account manager can determine what business permissions are enabled for that team member.
How do I add a team member?
Step 1: Select Team underneath Settings in the sidebar.
Step 2: Select Add New under Team Settings.
- Fill out the information on the Add Team Member page.
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Check the box next to Invite Contact to Create an Account.
- If you fail to check this box, your team member will not receive their invitation to become an active team member. Until this box is selected and submitted, they will be saved as a contact.
- Once you have filled out the required information and have checked the box next to Invite Contact to Create an Account, select Add Team Member.
- Your new team member will receive an email invitation from Partner Central to start their process of creating an account.
Step 3: Your new team member will be invited to create an account.
- The person who has been sent an invitation will need to open the email invitation they’ve been sent and click the attached link to begin creating an account.
- Everyone creating an account will be required to download the Google Authenticator App.
- Need help creating and registering your account? Read more on How to Create an Account (include link) and How to Register on Partner Central (include link).
Why hasn’t the new team member been added yet?
It may take a few minutes for the invitation email to be sent to your new team member. If they cannot find the email invitation, tell them to check their SPAM folder and wait a few minutes.
Until your new team member creates and registers their account, you will have a notification next to their contact indicating that their invitation is pending. Their email invitation will expire after 7 days, but you can resend the invitation by accessing the contact’s information and selecting the button labeled Resend Invitation.
Once they have created an account and registered, the invitation will be processed.
How do I alter business permissions?
To access an individual’s business permissions, click on their name within the Team tab and navigate below the email to the link that says Manage Permissions.
There are several areas of permissions to unlock for a team member, from finances to public profiles to settings, all with sub-permissions to toggle within those categories. There are four options to toggle for different levels of access.
- No access- A team member cannot view, edit, or delete.
- View- A team member can view, but cannot edit or delete.
- View and Edit- A team member can view and edit, but cannot delete.
- View, Edit, and Delete- A team member can view, edit, and delete.
As the primary account manager, you have full control over what permissions you want to assign each team member. Add or remove business permissions as you see fit. Changes made in the team member’s contact page will be updated automatically.
Can I grant another team member the ability to assign permissions?
Yes, you can!
We know that running your own business can get busy and overwhelming, so if you would like to assign a trustworthy team member to assist you in managing business permissions, it’s a simple as pressing a few buttons.
To allow another team member to alter team permissions, toggle all the levels of access for both Associates and User Accounts. The changes will be made automatically.
How do I revert a team member to a contact?
If you need to revoke all permissions from a team member, there is a button that allows you to do so. However, by selecting Revoke Permissions, you will not only withdraw all permissions from that team member, but you will also revert them to a contact.
If you (the primary account manager) decide this course of action should be taken, navigate to the user’s permission page and click Revoke Privileges in the top right corner.
Until you reissue an invitation for them using the same process you used to add them to the team initially, they will no longer be an active member of your team.
If you have any questions or would like to speak to a member of our team, please call 833-453-3672 or email PartnerSuccess@jedora.com.