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Adding Additional Portal Owners

After being approved for the CiraSync Partner Program, an invitation email is sent to the initial sign-up email. The account used to log in to the CiraSync Partner Portal will become a Portal Owner. This role has administrative permissions over the Partner Portal and its client tenants. Following the initial login to the Partner Portal, more Portal Owners can be set to the Partner Account. The following procedure shows how to add more Portal Owners to the Partner Portal.

Instructions

Adding Additional Portal Owners

  1. Log in to the CiraSync Partner Portal.
  2. Click the username at the top-right corner of the Partner Portal Dashboard.
  3. Click Settings.
  4. Click Manage Roles in the left-hand navigation panel.
  5. Click CHANGE in the Partner Portal pane. (See figure below.)
  6. Select the desired account to set as a Portal Owner.
    NOTE: If the desired Office 365 user is not listed, that means the desired user account has yet to have logged in to the Partner Portal. Please have the desired user log in to the Partner Portal before giving them the Portal Owner role.
  7.  Click Save.