User Management Adding Partner Users to the Repository

How to add a new Partner User

First search for the person to be sure they do not already exist in the system: People → enter email address or name → Apply.

If the person does not exist in the system:

1. Navigate to People → Add User

2. Username: Enter person's first and last name

3. E-mail address: Enter valid email address

4. Password: Enter a generic temporary password. a. This is a placeholder; the user will set their own password later

5. Set the user to "Active" so they can log in

6. Assign the Partner role to the user

   a. Assign as Partner Lead if the user is the primary contact as noted in the application

   b. Do not assign the Administrator role to partner users. This will give them access to other Partner Collections and to system architecture.

7. Do not check the box to notify the user of the new account. You will send a personal email notification; see #10 below.

8. Under Other Groups, type in the first few letters of the organization's name and select the partner name from the list

   a. Use the "Add Another Item" button to add more than one partner organization to the user account.

9. Click Create new account

10. Email the partner user that their account has been created, using the "Time to Nominate" email template, which includes instructions on how to set their own password.

If working on setting up a new Partner create the Partner Collection next, so you can assign this user the Partner Lead role for the Collection.