How to use the Partner Portal

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The Partner Portal will allow you to effectively create separate accounts for each of your customers, keeping all data separate. This knowledge base article will explain how to add organisations to your Partner Portal and grant admins access to the Partner Portal.

How to access the Partner Portal

The image below shows how to do this as a primary admin:

  1. Click the profile menu (your name) in the top right-hand corner.
  2. Click "Partner Portal".

Partner_Portal_-_How_to_access_the_Partner_Portal.png

If you are a primary admin and you are unable to see the Partner Portal option, your account has not been enabled for this feature. Please speak to your account manager about adding the Partner Portal.

If you are an admin user and your primary admin has access to the Partner Portal, they will need to grant you access to the Partner Portal. This is explained in the section below "Grant an admin user access to the Partner Portal".

 

How to add managed organisations to your Partner Portal

  1. Select "Partner Portal" from the drop-down menu.
  2. Click the button "ADD MANAGED ORGANISATION".
    Partner_Portal_-_Add_Managed_Organisation.png
  3. Enter the domain name of the organisation. In this example our domain name is "DemoAccount.com".
    • Use our Partner Theme - If this setting is enabled, the new Partner Portal organisation will be created and use your Top-level domain's theme settings.
    • Allow Theming - If this setting is enabled, the new Partner Portal organisation will have the option to customise their theme.
      Partner_Portal_-_Add_New_Organisation.png

  4. Once you have reviewed your settings, click "Save".
    Partner_Portal_-_Save_Settings.png

  5. To access the Partner Portal account, select the small drop-down to the left of the organisation name.
    Partner_Portal_-_New_Organisation.png

  6. Then select "Login". A new browser tab will open, taking you into the new account, where you will be free to use their account accordingly.
    Partner_Portal_-_Login_To_New_Organisation.png

Grant an admin user access to the Partner Portal

To grant a user access to the Partner Portal they must be an admin. Please follow the steps below to learn how to grant access.
Partner_Portal_Settings.png

  1. Under "SETUP" in the left-hand column, click "Organisation", then click "Users".
  2. Find the admin user you want to grant access to the Partner Portal.
    • Hint, use the search bar highlighted on the top right to speed things up.
      Partner_Portal_Button.png
  3. Click the drop-down menu next to the user's name, then hit "Add Partner Portal Access".

Partner Portal Troubleshooting

If you delete a domain from your Partner Portal and then attempt to add the same domain again you will experience the error "Domain is already taken.". Phishing Tackle does not allow deleted domains to be added again without our team performing necessary security checks.

If you see the error "Domain is already taken." please send us a support ticket providing the name of the domain you are trying to add to your Partner Portal. You can create a ticket by clicking here.

Partner_Portal_-_Domain_is_already_taken.png

 

Please let our support team know if you require any further assistance. You can contact our support team by clicking here.

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