Add a Partner Account Executive User

Partner Admins have the authority to incorporate new users into the Partner hub with the role of Partner Account Executive. This role equips individuals with specific privileges and responsibilities tailored to their function within the partner ecosystem. Below is a step-by-step guide on how to add a Partner Account Executive in PeakCommerce:

1. Access Partner Administration: Sign in to PeakCommerce with your Partner Admin credentials to access the Partner Administration portal.

2. Navigate to User Management: Once logged in, navigate to the User Management section within the Partner Administration interface. This section typically allows Partner Admins to manage user accounts and permissions.

3. Initiate User Creation: Look for an option or button to create a new user account. This action typically involves selecting "Add User" or a similar prompt to commence the user creation process.

4. Specify User Details: Fill out the necessary details for the new user, including their name, email address, and contact information. Ensure accuracy to avoid any communication or access issues later on.

5. Assign Role: In the user creation form, locate the field or dropdown menu for selecting the user's role. From the available options, choose "Partner Account Executive" to assign this role to the new user.

6. Select Partner Admin: If applicable, identify the Partner Admin to whom this new user will be tied. This step is crucial for organizational hierarchy and access management within the Partner hub.

7. Verify Information: Before finalizing the user creation process, review all entered information for accuracy and completeness. This step helps prevent errors and ensures the new user's details are correct.

8. Submit and Confirm: Once all required fields are filled and verified, proceed to submit the user creation form. Depending on the platform, this action might involve clicking a "Create User" or "Save Changes" button.

9. Confirmation and Notifications: After successfully adding the Partner Account Executive, you may receive a confirmation message indicating the completion of the process. Additionally, the newly created user might receive an email notification containing their login credentials and instructions for accessing the Partner hub.

By following these steps, Partner Admins can seamlessly incorporate Partner Account Executives into the PeakCommerce ecosystem, empowering them to fulfill their roles effectively within the partner network.