Give your customers access to Business App

To allow your customers to log in and experience their new products in Business App, you’ll need to create user credentials for them.

When is the right time to give them access? As soon as possible!

Business App is built to support businesses out of the box, meaning they'll have access to reporting, your product catalog, and in-depth guides as soon as they've logged in.

Create user credentials

To create user credentials:

1. Go to Partner Center > Businesses > Users. 
2. Click Create User in the upper right of the screen. 

   

3. Complete the form with the user's information:
   1. First name
   2. Last name
   3. Email
   4. Phone
   5. Password (optional)

      You can manually create a password for your Business App user here, but we recommend sending them a welcome email instead. After receiving this email, they can create their password.

   6. Welcome message
      1. Select whether you want the platform to send a welcome message to your customer.

         If Send Welcome Message is selected, the platform will send a welcome email to the user. This email contains a link to log in to Business App. Upon clicking this link, the user can set their password.

      2. Enter a custom message for the top of the welcome email (optional).

         

4. Click Create User. This creates the user and brings you to the User Permissions page.
5. From the User Permissions page, add the user’s business accounts:
   1. Click Add Account.

      

   2. Select the account(s) that your customer needs access to in Business App.
   3. Click Add Accounts.

Your customer can now log in to Business App through the link in the welcome email, or with the email and password you created for them.

6. If you created credentials for your customer, share the login information with them:
1. Business App URL.
2. The email address you used for their account.
3. The password you created for them.

You can find your Business App URL below the title on the Businesses > Users page in Partner Center. Basic, Pro, and Enterprise subscriptions have the power to customize this domain. Learn more

Create a user

Resend a welcome email

Your customers may already have access to Business App—they can gain access when they click on a call-to-action in the Snapshot Report. If this is this case, you have the option to resend the welcome email. This allows your customers to reset their passwords and then log in to Business App.

To resend a welcome email:

1. Go to Partner Center > Businesses > Users.
2. Find the user that should receive the welcome email. Click on the Menu icon to the right of the user.

   

3. Click Resend Welcome Email.

   

4. Click Send.

Resend Welcome Email