In this article: To add user | Select Portal Role | Self-Service Portal Role form | Remove contact | Confirm selection | Manage Portal Role
Program Details
On the FastTrack Community Portal, select My Memberships, Program Memberships. To see program details, select either Program or View Program Membership Details (as seen in the screenshot below).
The top section displays the partner's Program Membership details. This section cannot be edited online. If any information is incorrect and/or needs to be updated, submit a ticket via Partner Support.
Select View Program Membership Details and select Additional Contacts or scroll down to the Additional Contacts section.
You can view the contacts associated with the program and their role.
For more information on Program Membership roles and portal access, review Role/Portal Access for details.
Payment Central contact. This is the contact individual who is identified during the Partner Onboarding process. Note: This contact does not automatically have the ability to view statements. They will need to be added to the Portal Roles by the Program Admin.
To add user
Select Create to add a user.
Select the Search icon (see image below) to select the new user’s portal Role Type.
Select Portal Role
In Lookup records, select the correct partner team member role, then click the Select button.
Self-Service Portal Role form
Fill in the Required Information (marked with red asterisk).
Set the Send Portal Invitation? to Yes. This will send an email to the new user with their individualized invitation code to redeem for access to the Community Portal.
Note: Portal roles added using the Create, Self-Service Portal Role Form may take up to 15 minutes to appear in the list.
Remove contact
An existing contact in the organization no longer requires access to the Program Membership:
Select the down arrow next to the Contact’s name, choose Deactivate.
Confirm selection
Review the deactivated record before selecting the Deactivate button. The deactivation is permanent.
Manage Portal Role
Select the Search tool by the existing Role Type to open list to change the user’s role.