Add a user

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Environment: cloud

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Version: 2

• 3 minutes to read

You need a SuperID user account to access the Developer Portal. A portal user (user for short) belongs to one or more partners and has a set of permissions.

You can view the users already added on your partner page.

Users page -screenshot

This task requires User management permission.

Partner Admin
DevPortal Admins

Who can I add?

You can add any known user by name or email address that shares one or more tenants with you in production. You can't add users that don't share a tenant with you. If you want to add a user that doesn't share a tenant with you, you must first add the user to your tenant by creating a new user in the target SuperOffice instance Settings and maintenance.

If it matches an existing SuperID user account, select and add the user to the partner. If you know this user is a SuperOffice CRM Online user, make sure you use the correct UPN - firstname@company.com versus firstname.lastname@company.com
If the search results are empty, ensure the active user belongs to at least one of your shared tenants in production. If not, you can't add them to your partner.

How to

In the Developer Portal, go to your partner page.
Select Users from the left menu.
Click Add User button.
Enter a valid name or email address, then select the user from the list.
Selected the user from the list, then click Add.
The user is added to the Partner Users collection.
You can now assign permissions.

Who can I add?

You can assign a known user or create a new one. In both cases, you look up an email address.

If it matches an existing SuperID user account in production, all you have to do is to assign it to the partner. If you know this user is a SuperOffice CRM Online user, make sure you use the correct UPN - firstname@company.com versus firstname.lastname@company.com
If the address is unknown, you can fill in a form to create a new user. This person becomes both a SuperID user and a portal user.

How to

In the Developer Portal, go to your partner page.
Select Users from the left menu.
Click Create User.
Enter a valid email address and click Find user by email.
Either assign a known user or create a new one.

For known SuperID users, click Assign to Partner.

If the user is unknown:
1. Click Create User.
2. Fill in the form.
3. Click Create.
You can now assign permissions.

Tip

For details about each field, see the user settings reference section.