• Share
    • Twitter
    • LinkedIn
    • Facebook
    • Email
  • Feedback
  • Edit
Show / Hide Table of Contents

Add a user

Some tooltip text!
• 2 minutes to read
 • 2 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

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 vs 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

  1. In the Developer Portal, go to your partner page.

  2. Select Users from the left menu.

  3. Click Create User.

  4. Enter a valid email address and click Find user by email.

    Find user by email in the SuperOffice Developer Portal -screenshot

  5. Either assign a known user or create a new one.

    For known SuperID users, click Assign to Partner.

    Assign User to Partner dialog -screenshot

    If the user is unknown:

    1. Click Create User.

      Create user button in the SuperOffice Developer Portal -screenshot

    2. Fill in the form.

      Create user form in the SuperOffice Developer Portal -screenshot

    3. Click Create.

  6. You can now assign permissions.

Tip

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

© SuperOffice. All rights reserved.
SuperOffice |  Community |  Release Notes |  Privacy |  Site feedback |  Search Docs |  About Docs |  Contribute |  Back to top