Enabling access to the Partner Dashboard involves granting permissions to users or partners based on their roles and responsibilities. Here are the steps to enable access:
Creating New Admin Permissions
Navigate to your dashboard by clicking the Partner Dashboard button at the top right corner of the screen and click the Manage Access tab.
⚠️ Note: The default permissions under Default Group are not editable.
In the Access permissions section, click on Add New Permissions to create customised permissions.
To remove customised permissions, simply click the Delete button.
Adding new partner administrators
To grant access to partner administrators, follow these steps:
In the Manage Access page, go to the Add Access tab and click on the Add new admin button. Select the relevant user that you want to assign admin permissions to, choose the scope of their permissions, and assign them to the relevant admin group.
⚠️ Note: The Super Admin, as defined under the Admin Management setting, will be automatically assigned the role of "Super Admin (Full Access)" in the Partner Dashboard by default. Other staff members with roles and permissions different from Super Admin will not have access to the Partner Dashboard until the Super Admin explicitly grants them access.
Next, complete the information required in the pop-up screen.
Under Scope, you can choose from the following:
- Group Admin - permissions over the whole group of companies, except over the Super Admin
- Super Admin - permissions over everything for the whole group of companies
- Select Companies - permissions over certain selected companies
Partner administrators who have been given access to Partner Dashboard can be found in the list below.
Uncheck the permission to remove a user's permission from the Partner Dashboard. Click Delete to proceed.
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