This guide explains how to grant access to a Partner (among the partners referenced by Infomaniak) to the products of your Organization present on the Infomaniak Manager, that is to say the administration interface of your products.

Prerequisites

• Be Legal Representative within the Organization.

As a Client, add a known Partner

To authorize a Partner's access to some of your products:

1. Click here to access the addition of a Partner on 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 Partner concerned from the search results.
4. Click the blue button to Continue:
   
5. The next step offers an important choice regarding the permissions granted to the Partner; the 2 possibilities are detailed below…

Grant the Partner access...

... limited

Click the left button to choose to give the Partner limited access:

1. Click the blue button at the bottom right to Continue.
2. Click on the category of product concerned, then, in the pane that opens, on the product concerned; repeat for all the different products to which you wish to grant access:
   
3. Click the blue button at the bottom right to Continue.
4. An email is automatically sent to the invited Partner in which a link allows them to accept (or refuse) the management proposal.
5. Once the proposal is accepted, the Partner dashboard gives access to the Client's organization and the products to which access rights have been granted.

... complete

Click the right button to choose to give the Partner complete access:

1. Click the blue button at the bottom right to Continue.
2. The Client must choose whether to also entrust their wallet to the Partner:
   
3. Click the blue button at the bottom right to Continue.
4. An email is automatically sent to the invited Partner in which a link allows them to accept (or refuse) the management proposal.
5. Once the proposal is accepted, the Partner dashboard provides access to the entire Client Organization.

Note
 

• The pending invitation can be resent or deleted before acceptance by clicking on Partner in the left sidebar menu of the Client Manager:
  
• If the Partner was already linked to the Client Organization before the invitation, such as an external user, for example, their status is updated once the partnership begins.
• At any time, the Partnership can be terminated.