Adding Clients to a Partner Portal

Overview

In this guide, we will explain the different ways in which clients can be linked to your Expandly portal.

There are 3 different ways of adding a client to your portal:

1. You can let the client sign up using your Partner Code during the signup process. Your Partner Code can be found on your Expandly HQ page:

Once you have provided the code to your client, they can add this to the Partner Code field, when creating their Expandly Account:

2. You can click on on your Clients page in the portal, which will allow you to create a signup on behalf of a client.

3. You can let us know to link an account (that already exists or where the client forgot to use the partner code during signup), and we can link this in the backend for you.

Need more help?

If you need a little extra help, or would like more information on our Partner Programme, no problem!

Please get in touch and we will be more than happy to assist you.

Expandly: Help & Support