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IRIS Creating a Partner

 

Follow the instructions below to create a partner.


Only users with the role of Admin can create new user accounts.



How to Create a Partner

  1. Click on your name at the top of IRIS
  2. Click 

    You do not have a valid <a href="https://apps.appf.re/me/mp/cloud?hosting=cloud&tab=overview">MultiExcerpt</a> app license.&nbsp; Please sign up for a free trial or purchase a license through the <a href="https://apps.appf.re/me/mp/cloud?hosting=cloud&tab=overview">Atlassian Marketplace</a>.


  3. Complete the following fields:

    Role*Select Partner from the dropdown menu
    Status

    The status will be marked as Active by default. This should not be changed!

    Changing the status to Inactive will prevent the partner from being able to login and view their report.

    Partner NameEnter the name of the partner/company
    Username*Enter a username. This is the username the partner will use to login
    Email*Enter the partner's email address



  4. Click 

    You do not have a valid <a href="https://apps.appf.re/me/mp/cloud?hosting=cloud&tab=overview">MultiExcerpt</a> app license.&nbsp; Please sign up for a free trial or purchase a license through the <a href="https://apps.appf.re/me/mp/cloud?hosting=cloud&tab=overview">Atlassian Marketplace</a>.

Once the partner as been added they will receive an email to the email address you provided. They will need to use this email to confirm their subscription and set a permanent password.


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