Users and Roles

The Partner Portal supports multiple users within a single partner organisation. Each user is assigned a role that determines what they can see and do.

Roles

Role	Description
Admin	Full access to all portal features, including billing, customer management, user invitations, and third-party integrations.
Customer Support	Read-only access to the customer list. Cannot access settings, user management, billing configuration, or integrations.

The Customer Support role is designed for staff who need visibility into your customer base without the ability to change billing, invite users, or modify integrations.

Inviting users

To invite a new user to your partner organisation:

1. Go to Settings > Users in the Partner Portal.
2. Select Invite User.
3. Enter the user's email address and choose a role (Admin or Customer Support).
4. The user receives an email invitation with a link to accept.

Pending invitations are visible on the users page and can be cancelled before they are accepted. You can also change the role on a pending invitation before the recipient accepts.

Changing roles

To change a user's role, go to Settings > Users in the Partner Portal, find the user, and select a new role from the dropdown. A confirmation dialog will appear before the change takes effect.

Removing users

To remove a user from your partner organisation, select the remove option next to their name on the users page. Removing a user:

• Revokes their access to the Partner Portal.
• Removes them as an admin from all customers where they were assigned as a partner user.
• Does not affect external admin invitations they may have sent to customers.

Warning

Removing a user cannot be undone from the Enclave Partner Portal. To restore access, you would need to send a new invitation.