Adding and managing users

This guide provides clear instructions for adding and managing users in Partner Space. It explains the distinct roles of Administrators and Users, including their permissions and responsibilities. Use this guide to ensure the right individuals have the appropriate access, helping streamline office efficiency and oversight.

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Select the **Person Icon** from the top, right-hand corner of the screen.

Click "User Management"

Adding a User

A list of active **Users** and **Administrator**s will appear.\ \ To add a new user, select **Add Member**.

A **New User** form will generate. Complete all required fields.\ There are two roles available to assign to an advisor: ### **1. Administrator** An *Administrator* has full access to all user functionality and additional administrative features, including: - Adding or removing users - Assigning or updating user roles - Viewing and exporting reports This role is intended for individuals responsible for **office management and oversight** within Partner Space. ### **2. User** A *User* is an advisor without administrative permissions. They can: - Quote, sell, and manage contracts - Pick up quotes and service other customers’ quotes and policies within your office or organization This role provides full advising functionality but **no access to administrative settings**. Click **"Save"**

Updating user roles

To edit a user's information, update their role, or deactivate the user, click the **dropdown arrow** on their name/info line.

There are three administrator functions available: 1. **Deactivate:** Click **Deactivate** and the change will be applied automatically. 2. **Change Role:** Clicking **Change Role** will switch the user’s role between *User* and *Administrator*. These changes are applied with a single click; however, please note it may take up to 30 minutes for the update to fully apply in Partner Space. 3. **Edit:** Edit the user’s name, preferred language, and email address. Click **"Save"** to apply changes.