Manage Group Users – Partner Site

You can create additional users in the administration site that have access to prospects, campaigns, marketing materials, and a customizable list of clients. Clients can be assigned to users in any group, but users can only be created or edited in the primary group.

Add a Group User

Select Manage Users from the Administration menu in the administration site navigation bar
Click the New button in the upper-right
Enter the required information for the user profile, then click Save & Close

You can create custom roles for group users.

Assign Clients to a Group User

Select Manage Users from the Administration menu in the administration site navigation bar
Click the name of the desired user in the list
Select the Manage Clients tab
Begin typing a client name in the text field and select the desired client from the list of results
Click the Add button to add the client to the Assigned Clients list
Click Save & Close when finished

Remove Clients from the Group User

Select Manage Users from the Administration menu in the administration site navigation bar
Click the name of the desired user in the list
Select the Manage Clients tab
Check the box next to the desired clients
Click the Delete button in the upper-right
Click Save & Close when finished

Archive a Group User

Select Manage Users from the Administration menu in the administration site navigation bar
Check the box next to the desired users
Click the Archive button in the upper-right

Archived users can be viewed by clicking the Archived button in the bottom-right, but will not have access to the administrative site unless restored to active status.

Import Group Users

Select Manage Users from the Administration menu in the administration site navigation bar
Click the Import button in the upper-right
Click the Download Spreadsheet link and save the file to your computer
Follow the instructions in first tab of the downloaded import sheet to enter the desired data
Click Select File, then browse to and select your updated import spreadsheet
Click Import to begin uploading data

General Import Guidelines

Required fields are indicated by shading the header row yellow in all import spreadsheets. Some additional fields will be required depending on the optional fields that are entered. For instance, entering data in an optional Line 1 Address field will cause the City, State, and Zip Code for that address to be required also.
Notes are included in the header of columns that require data in a specific format and are indicated by a red triangle in the top-right corner of the cell.
Altering the structure of the import spreadsheet, such as by adding or removing sheets or columns, may cause the import to fail.