Adding a partner

If you start creating a new partner and close the browser without completing the wizard, the partner appears as a draft partner the next time you open the Partner Summary screen.

1. Click Add partner on the top bar. For more information, see Basic screen elements.
2. Enter the following data and click Next to move through the wizard steps.
   • Partner data
   • Contacts data
   • Billing data
3. Click Finish. An email is sent to the partner's email address with a link to create a Sage ID. When the partner clicks the link and creates the Sage ID, the partner is created in Sage Provisioning Portal.