The following guide will walk you through the steps to add or remove users at an End Customer Account (as a Channel Partner).
Step 1: Logging into your PrintReleaf Portal
1. Log into Your PrintReleaf Portal. If you need help logging into your profile or have not set up an account, click here to contact support or reach out to your members of your existing PrintReleaf admin team at your Channel Partner.
Step 2: Adding Users to a Channel PartnerAccount
1. On the dashboard, click on the Accounts Tab. This will take you to the Accounts page listing your End Customers.
2. Select the End Customer Account you want to add a User to.
3. Once you land on the Account age, click on Settings in the upper right corner of the bar chart area.
4. Once you land on the Settings page, scroll down the Users section. Next enter the email address, the preferred language and access role for the user. Note: Restricted Access is recommended for adding Users to an End Customer Account. If you select Full Access then the user may have visibility to billing information (depending on the configuration). After selecting their role. Click on Add User. The user you added will receive an email from PrintReleaf inviting them join the Account you are adding them to.
Step 3: Removing Users from an End Customer Account
1. On the dashboard, click on the Accounts Tab. This will take you to the Accounts page listing your End Customers.
2. Select the End Customer Account you want to remove a User from.
3. Once you land on the Account age, click on Settings in the upper right corner of the bar chart area.
4. Once you land on the Settings page, scroll down the Users section. Next identify the User you want to remove from the list of Users. Once you identify the User you want to remove, then click on the red trash can icon on the far right of the row of the User listing. The User will then be removed from having PrintReleaf access at the respective End Customer Account.
