Note: You must be a Corporate Admin to add users.
- Login to the Partner Portal
- On the home page, click on the red “+Add” rectangle on the upper right-hand corner
- Select “USER”
- Enter the following information
- First Name
- Last Name
- Role - select “Community User”
- Community - select the specific community you wish to add the user to
- Contact - enter the user’s work email (mandatory)
- Phone number (optional) - enter their 9 digit number (with country code +1 for the United States)
- Click “Save”
- The user will receive an email to set up their credentials so they can log in to the Convey app