Authorize a Partner to Access Your Products

This guide explains how to give access to a Partner (among the partners referenced by Infomaniak) to the products of your organization present on the Infomaniak Manager, which is the interface for managing your products.

Prerequisites

• the request must be made from an account with a Legal Representative role in your organization

As a Client, Add a Known Partner

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

1. log in to the Infomaniak Manager (manager.infomaniak.com) from a web browser like Brave or Edge
2. click on Partner in the left sidebar menu
3. click the blue Add a partner button (top right)
   
4. enter the name or email address of the Partner to whom you will grant access
5. tick the box to select the Partner from the search results
6. click the blue button to Continue
   
7. the next step presents an important choice regarding the permissions granted to the Partner; the 2 possibilities are detailed below

Granting the Partner Access...

... Limited

Click the left button to choose to give the Partner Limited access:

1. click the blue button in the bottom right to Continue
2. click on the relevant product category and then, in the panel that opens, on the relevant product; repeat for all the different products you wish to grant access to:
   
3. click the blue button in the bottom right to Continue
4. an email is automatically sent to the invited Partner in which a link allows them to accept (or refuse) the management proposal
5. once the proposal is accepted, the Partner Dashboard provides access to the Client's organization and the products to which access has been granted

... Full

Click the right button to choose to give the Partner Full access:

1. click the blue button in the bottom right to Continue
2. the Client must choose whether to also entrust their wallet to the Partner (read this guide if necessary)
   
3. click the blue button in the bottom right to Continue
4. an email is automatically sent to the invited Partner in which a link allows them to accept (or refuse) the management proposal
5. once the proposal is accepted, the Partner Dashboard provides access to the entire Client organization

Note

• the current invitation can be resent or deleted before its acceptance by clicking on Partner in the left sidebar menu of the Client's Manager (point 2 at the very top of this guide)
  
• if the Partner was already linked to the Client's organization before the invitation, such as an external user, their status is updated once the partnership begins
• the Partnership can be terminated at any time