This guide explains how to grant a Partner (from the list of Partners recommended by Infomaniak) access to your Organization's products on the Infomaniak Manager, which is the administration interface for your products.

Introduction

• If the Partner was already linked to the Client's organization before the invitation, for example as an external user, their status will be updated once the partnership begins.
• The current invitation can be resent or deleted before it is accepted.clicking on Partner in the left-hand menu in the Customer Manager:
  
• At any time, a partnership can be terminated.

As a Customer, add a known Partner

Prerequisites

• You must be the legal representative of the Organization.

To allow a Partner to access some of your products:

1. Click here to access the Partner addition section in the Infomaniak Manager (need help?):
   
2. Enter the name or email address of the Partner to whom you will grant access.
3. Check the box to select the relevant Partner from the search results.
4. Click the blue button to Continue:
   
5. The next step presents you with an important choice regarding the permissions granted to the Partner; the two options are detailed below…

Grant the Partner access...

... with limited permissions

1. Click the button on the left to grant the Partner limited access:
   
2. Click the button to Continue.
3. Click on the relevant product category, then in the panel that opens, click on the relevant product; repeat for all the different products you want to grant access to:
   
4. Click on the blue button in the bottom right corner to Continue:
   
5. An email is automatically sent to the invited Partner, which includes a link allowing them to accept (or reject) the management proposal:
   
6. Once the proposal is accepted, the Partner dashboard provides access to the Client's Organization and the products for which access rights have been granted.

... complete

1. Click the right button to grant the Partner complete access.
2. Click the blue button in the bottom right corner to Continue:
   
3. The Customer must choose whether to also entrust their wallet to the Partner.
4. Click the blue button in the bottom right corner to Continue:
   
5. An email is automatically sent to the invited Partner, which includes a link allowing them to accept (or reject) the management proposal:
   
6. Once the proposal is accepted, the Partner dashboard provides access to the Client's entire organization.