How to Add Partners

There are several ways to add partners to PartnerPortal, depending on how hands-on you want the onboarding process to be.

Use the public registration flow when you want partners to apply to join your program themselves.

1. Share your partner registration link. The URL follows this format:

   yourcompanyname.partnerportal.io/register

   Partners can also reach the same flow from your portal sign-in page by clicking the Create an account or apply to become a partner link.

2. The partner completes the registration form and submits it.

3. Review the pending application in your portal and approve or decline it.

Use direct invites when you want to create the partner company yourself instead of asking them to apply through the public form.

1. Open Partners and choose Invite Partner.

2. Fill in the required company and contact details.

3. Send the invite. The partner receives an email with instructions to finish account setup.

Direct invites skip the manual approval step. Once the invited contact opens the invitation and finishes setup, the partner is added to your portal.

If you need to add many partner companies at once, use the CSV bulk invite flow instead of sending one invite at a time.

1. Open the bulk invite flow from the Invite Partner area.

2. Download the CSV template.

3. Fill in your partner information using the template’s columns exactly as provided.

4. Upload the CSV and review any validation errors before completing the import.

Creating a test partner is the fastest way to experience your own partner onboarding flow from the partner’s side.

Use the public registration flow, but enter account details that are not already associated with your portal:

• Use a unique email address. To keep the test messages arriving in your own inbox, plus-addressing works well — for example, [email protected].
• Use a unique company name and company domain.
• Complete the registration, then approve the partner from the admin side just as you would a real application.

After approval, open the invitation or approval email as that test user and complete the password setup flow so you can see the portal exactly as a partner would.

As an admin, you can add a user on behalf of an existing partner company instead of asking that partner to do it themselves.

1. Open Partners and select the partner company.

2. Scroll to the Partner Users section.

3. Click Add Partner User.

4. Enter the user’s name, email address, and phone number, then submit the invitation.

Each invited partner user gets their own login and receives an email to create a password and finish account setup.

If the partner company should manage its own users instead, see How to Manage Your Team as a Partner.

PartnerPortal asks for a valid phone number when you add or invite partners and partner users, and it accepts a wide range of formats so you don’t have to worry about matching a rigid pattern.

• You can enter a number with +, spaces, dashes, or parentheses.
• Spaces and punctuation are cleaned up automatically before the number is saved.
• The saved number needs at least 7 digits to be valid.

We recommend including the country code, especially when you work with international partners. A format like +14155551234 is clear and easy to use anywhere.