In order to create a new account contact which would be able to manage the Partner Account and get support after verification, you need to navigate to Partner Portal > My Partner Account > Portal Access > Create Contact. On the next screen you need to specify if you want to create a new contact or to migrate it from another account and then provide required information and the desired role.‚Äč

Create

Note: contacts with the following roles can be added at any time:

  • Owner: Full rights and receives all Release Notes and technical/billing notifications. Only the Owner can delete, undelete and purge accounts.
  • Operator: Ability to create/view/edit accounts.
  • Billing: Access to billing/reporting functions only and receives billing notifications.
  • Customization Admin: Ability to customize the Partner Portal.
  • Sales Materials: Access to Sales Portal that includes Marketing and Sales information, but doesn't include administrative functions unless other roles are assigned.
  • Sales: Access to certification and quotes creation without the possibility to create or access customer accounts.
  • University: Access to educational part of Portal: certification, Knowledge Base and sales materials. No access to any other Portal features.
  • Public API: Provides access to Partner REST API

Account contact roles

You can migrate an existing account contact by choosing the Migrate contact from another account option and specifying the credentials.

Migrate account