Table of Contents

Add a Partner Manager

Partner Managers have access to the Partner Management section. They can add and edit Partner Clients, manage client access, and link Quadra users to Partner Clients in Administration.

Only a Quadra user that has the Partner selected in the Clients field within the Add or Edit User page can be a Partner Manager. Read more about adding a user.

 

  1. From Quadra, access Partner Management.
  2. On the left menu, click Managers. The list of current Partner Managers will appear in the grid.

  3. Click Add Partner Manager.

  4. Select a User from the drop-down menu.  

  5. Click the Save icon under the action menu.