To raise a portal for a new client, you first need to generate a key in the Partner Key menu, then use that key to register for a new portal, which can be done by clicking on the key just generated, or by going to the Partner Signup page and entering the key here, along with other details requested about the new client.
When an organisation is given the privileges of being a Partner they will have access to the Partner Management menu below:
- Partner Keys: Click Create Partner key to generate a signup key to assign to a new client. Clicking on a key on this page automatically opens up the signup page with the key configured, where you can raise the request for the new clients portal.
- Managed Organisations: this displays basic statistics about all sub-organisations already setup on the portal.
- Partner SignUp: A signup page where you can either SignUp a sub-organisation themselves or direct others to the URL to signUp.
If you are forwarding on the URL, you will also need to forward the key generated for the new client. After going through the four tabs entering information, your request for a free trial will be submitted and a welcome email will automatically be sent to the new client after approx 20 minutes.
If you have queries on any of the above, please email firstname.lastname@example.org and we will be happy to assist.