Customer Portal Help

1. Manage Your Team and Projects

 

Projects

If a partner account is part of the sales process, then at least one support contact from the partner account should be added the to project automatically. These support contacts should receive a New Liferay Project Invitation as part of the account creation process. If the Partner Manager has not been added to any necessary projects:

  1. Contact your Channels Account Manager or Sales Contact and request to be added to the new account
  2. If your customer has been added as an Administrator, then the Administrator for the account can add you or other partner members.
  3. If your csutomer has been added as a Requester, then they can open a Help Center ticket in order to request the addition of partner or other users

 

Partner Members

Only Partner Managers are able to invite, remove and change a team member’s role. In order to learn more about partner roles and team management please see Partners: How Do I Manage My Team Members?

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