Partnership: Granting Access to a Partner

  • Updated

Who can use this feature?

Admins.
For more information about user roles please visit:
Managing Neodeluxe Users

For more information about managing partner tenants access please visit: Managing Partner Tenant Access

For more information about switching between partner tenants please visit: Switching to a Partner Tenant

 

Neodeluxe Partner Access enables secure connection and seamless login between organizations’ tenants. This guide explains how to use this feature based on your organization’s role in the partnership. 

Understanding Your Organization’s Role

Service Providers (Neostella, etc.)

  • Access client tenants to provide services
  • Manage which of your own users can access the client tenants

Clients (Law Firms, End User Organizations, etc.)

  • Grant access to partners (service provider) to access your tenant
  • Control which partners can access your tenant
  • Determine which permissions each provider has in your tenant

Partner Access Interface 

To access the Partnership page:

  1. Go to the Admin menu.
  2. Select Neodeluxe Portal > Partnership.

The Partnership interface consists of two tabs, which you may or may not see based on your role in the partnership:

  • Grant Access
  • Access Received

Grant Access

The Grant Access tab allows you to control which partners are permitted to access your tenant, and what permissions their users have in your tenant. 

Use this tab to:

  • Authorize partners to access your tenant
  • Set what roles partners can have in your system

The table contains the following columns:

Element Description
  1. Add Partner 
 Button to grant a partner access to your tenant.
  1. Partner Tenant Name
 The name of the partner that you are granting access to.
  1. Allowed Roles
 Roles you are granting to the partner for their users to access your tenant.
  1. Actions
  
Edit Modify the roles available to the partner.
Delete Remove a partner’s access to your tenant.

Add a New Partner Tenant

In the Grant Access tab, admins can share access to their tenant.

To share access to your tenant:
In the Grant Access tab, click Add Partner.

  1. Select the Partner’s Tenant Name from the dropdown.
  2. Choose which Allowed Roles the partner can use when accessing your tenant.
  3. Click Save.
  4. The partner will now be able to access your tenant as a partner.

The available partners in the Tenant Name list are pre-configured by Neostella. To request a specific partner, please contact our Product Support Team:

Email: help@neostella.com

Submit a Request: Click here to submit a ticket

Modifying Partner Permissions  

To modify the roles and permissions that a partner can access your tenant as:

  1. In the Grant Access tab, locate the Partner Tenant and click the edit icon .
  2. Adjust the Allowed Roles, and click Save.

If you remove roles that partners are currently using, the partner’s users with those roles will lose access. 

Have Questions or Issues?

If you have any questions or you are experiencing issues with accessing or using Partnership, please contact our Product Support Team:

Our Product Support Team is available Monday through Friday, from 8:00 AM - 5:00 PM CST.

 

 

Was this article helpful?

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.