Adding Clients to a Partner Portal

Adding Clients to a Partner Portal

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.

Adding clients to a partner 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:

mceclip0.png

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

mceclip1.png

2. You can click on mceclip2.png 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.

Contact Us

Zendesk_image__1_.png

    • Related Articles

    • Partner Portal

      Partner Portal Overview In this guide, we will explain how to use your partner portal to access your multiple client accounts, from one central portal. What is a Partner Portal? When you become a partner, Expandly will set you up with a Partner ...
    • Adding Expandly as an Authorised Partner on Amazon Seller Central

      Overview In this guide, we will explain how you can add Expandly as an Authorised Partner on your Amazon Seller Central Account. Since Expandly is an Amazon SPN member, you will be adding us an Authorised Partner NOT a Secondary User. Authorised ...
    • Adding a sales channel - Amazon

      Adding a sales channel - Amazon Overview In this guide, we will show you how to connect your Amazon account to Expandly, which will allow you to manage your Amazon products & variations, listings, sales orders and stock levels. Adding Amazon to ...
    • Responsible Person - Adding Products to Expandly

      Overview To progress with your Responsible Person (RP) service, we will require you to add the Parent SKU information into your Expandly portal for all products that you wish us to represent. Once these SKUs have been added to your account, the ...
    • Adding your company logo

      Adding your company logo Overview This guide will show you how to add your company logo to Expandly, which can then be used on invoices, pick lists and other documents. Adding your logo 1. Select Settings (left menu) and then General Settings: 2. ...