This guide explains how to grant a Partner (among the partners listed by Infomaniak) access to the products of your Organization available on the Infomaniak Manager, i.e., the administration interface for your products.

Prerequisites

• Be Legal Responsible‍ within the Organization.

As a Client, add a known Partner

To grant a Partner access to some of your products:

1. Click here to access the addition of a Partner on the Manager Infomaniak (need help?).
2. Enter the name or email address of the Partner you want to grant access to.
3. Check the box to select the relevant 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 two possibilities are detailed below…

Grant the Partner access...

... limited

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

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

... complete

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

1. Click on 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 on the blue button at the bottom right to Continue.
4. An email is automatically sent to the invited Partner containing a link that 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 current invitation can be resent or deleted before it is accepted by clicking on Partner in the left-hand side menu of the Client Manager:
  
• If the Partner was already linked to the Client's Organization before the invitation, for example as an external user, their status is therefore updated once the partnership begins.
• At any time, the partnership can be terminated.