Sending Invitation Request to Partner From Partner Portal

Overview

This user guide provides step-by-step instructions for adding a partner from the VeriBOM Partner Portal.

Prerequisites

Before proceeding, ensure you have the following:

  • Access to the VeriBOM Partner Portal.

  • Partner credentials (username and password).

Steps

Step 1: Log in to the Partner Portal

  1. Open your web browser and navigate to the VeriBOM Partner Portal.

  2. Enter your partner's credentials (username and password).

  3. Click the "Login" button.

Step 2: Access Partner Management

  1. After successfully logging in, you will be redirected to the Partner Dashboard.

  2. Locate and click on "Partners" in the navigation menu.

Step 3: Initiate Partner Addition

  1. In the Partner Management section, look for an option called "Add Partner.".

  1. Click on the option to initiate the partner addition process.

Step 4: Enter Partner Details

  1. A form or wizard will appear to enter partner details. Provide the necessary information, including:

    • Partner Name

    • Contact Information

  1. If there are no changes, click the "Add Partner" button.

  2. An Invitation request will be sent to the email address of the partner organization for initiating the registration process.

Step 7: Organization Added Successfully

  1. Once successfully registered by the organization, the newly added organization will now be shown as active in the Organization Management section.

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