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 get them set up with login credentials. 

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 a User on an Account

1. Navigate to Partner Center > Accounts > Manage Accounts > Select the account you would like to add the user to.
2. Scroll down to the Users section and select Add Users.
3. From here, select Create User.
4. Complete the form with the user's information:
   • First name
   • Last name
   • Email
   • Phone
   • 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).
5. Click Create User.
6. The user will now exist in association with this account. 

OR

Create user credentials

To create user credentials:

1. Go to Partner Center > Accounts > Manage Users.  
2. Click Create User in the upper right of the screen. 
3. Complete the form with the user's information:
   • First name
   • Last name
   • Email
   • Phone
   • 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.

Please note that this workflow does not associate the user with an account. 

After creating the user, you will land on the User Permissions page for the user you've created. From here, you can add any business accounts that the user needs access to:

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 set their password and log in to Business App through the link in the welcome email.

You can find your Business App URL below the title on the Businesses > Manage Users page in Partner Center. Custom domains are only available with certain subscription tiers. Speak to your account manager for more information. 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 the 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 > Accounts > Manage 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