Allow a Partner to access your products

This guide explains how to give access to a Partner (among others) partners referenced by Infomaniak) to the products of your Organization present on the Manager Infomaniak, i.e. the administration interface of your products.

Prerequisites

• To be Legally responsible‍within the Organization.

As a Customer, add a known Partner

To allow a Partner's access to some of your products:

1. Click here in order to access the addition of a Partner on the Manager Infomaniak (Need help?).
2. Enter the name or email address of the Partner to whom you will grant access.
3. Check the box to select the Partner from the search results.
4. Click the blue button for Continue:
   
5. The next step offers you an important choice about the permissions granted to the Partner; the 2 possibilities are detailed below...

Give the Partner access...

... limited

Click on the button of left to choose to give the Partner access limited: 

1. Click the blue button at the bottom right for Continue.
2. Click on the product category concerned and then, in the window that opens, on the product concerned; repeat for all the different products to which you wish to grant access:
   
3. Click the blue button at the bottom right for Continue.
4. An e-mail is automatically sent to the Guest Partner in which a link allows him to accept (or refuse) the management proposal.
5. Once the proposal has been accepted, the Partner dashboard gives access to the Customer's organisation and products to which it has been granted a right of access.

...complete

Click on the button of right to choose to give the Partner access complete:

1. Click the blue button at the bottom right for Continue.
2. The Customer must choose whether also entrusts its wallet to the Partner:
   
3. Click the blue button at the bottom right for Continue.
4. An e-mail is automatically sent to the Guest Partner in which a link allows him to accept (or refuse) the management proposal.
5. Once the proposal is accepted, the Partner dashboard gives access to the entire Customer Organisation.

Note
 

• The current invitation may be returned or deleted prior to its acceptance in Click on Partner in the left side menu the Customer Manager:
  
• If the Partner was already linked to the Customer Organisation before the invitation, as an external user e.g., its status is therefore updated once the partnership has started.
• At all times the Partnership may be broken.