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, the administration interface of your products.

Preamble

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

As a Client, add a known Partner

Prerequisites

• Be Legal Representative within the Organization.

To authorize access to a Partner for some of your products:

1. Click here to access adding 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 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

1. Click the left button to choose to give the Partner limited access:
   
2. Click the button to Continue.
3. Click on the category of the product concerned, then, in the panel that opens, on the product concerned; repeat for all the different products to which you want to grant access:
   
4. Click the blue button at the bottom right to Continue:
   
5. An email is automatically sent to the invited Partner containing a link that allows them to accept (or refuse) 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 choose to give the Partner complete access.
2. Click the blue button at the bottom right to Continue:
   
3. The Client must choose whether to also entrust their wallet to the Partner.
4. Click the blue button at the bottom right to Continue:
   
5. An email is automatically sent to the invited Partner containing a link that allows them to accept (or refuse) the management proposal:
   
6. Once the proposal is accepted, the Partner dashboard provides access to the entire Client's Organization.