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. This 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 (below) 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: This is a signup page where you can either Sign up a sub-organisation directly or direct others (your customer / client) to the URL to Sign up themselves.




Note: If you are forwarding on the URL, you will also need to forward the key generated (shown in the form as Registration Code) - onto the new client.

 

After going through the four tabs entering information, your request for a new portal 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 support@cyberriskaware.com and we will be happy to assist.