Objective

Applies To

• Partners
• PartnerXchange

Procedure

1. Log in to PartnerXchange as an admin.
2. Navigate to the dropdown menu under your name on the Home Page (top right hand corner).
3. Select My Account.
   
   
4. On the account detail page, select Add Contact.
   
   

New PartnerXchange User Submission Form

• The email domain can be selected from the dropdown of email domains already available for the partner account. If your required email domain is not listed, please contact Channel Operations.
• Fields marked with an asterisk are mandatory.
• Ensure you check whether the field is checked or not for creating a partner user. If the box is checked, you will only create a contact on your account. The contact will not have access to PartnerXchange.
• If you untick the box to create a new Partner user, the user will receive an email inviting them to set a password. This is sent to the email address provided in the form.
  
  

Creating a PartnerXchange User From a Contact

1. In the dropdown list under your name on the Home Page, select My Account.
2. At the bottom of the Account Detail page you will find a Contacts List.
   
   
3. Select the contact's name to open the contact page.
4. Select Enable Partner User.
5. The contact will be enabled as a user in PartnerXchange and an email will be sent with their login credentials.
   
   

Creating Admin Users

1. In the dropdown list under your name on the Home Page, select Manage Users.
2. Existing admin users are indicated with a tick in the column is Partner Admin. This field is not editable.
3. Find the user and click the arrow at the far right of their name.
4. Select Edit Member.
   
   
5. In the Edit User window change the user Profile from User to Admin.
   
   

Managing Order and Quote Capabilities

1. In the dropdown list under your name on the Home Page, select Manage Users.
2. Find the user and click the arrow at the far right of their name.
3. Select the Edit Member option.
4. In the Edit User window tick the applicable box. Note: Only one box should be ticked.
   
   

Password Reset