Adding Users to Botkeeper

You can invite a new user to your portal at both the partner (your firm) or client level. During the invitation process, you can designate the user’s role and client access settings. 

How is user setup/provisioning managed in Botkeeper Infinite?

The person who set up your subscription will receive a user activation email that will prompt them to create their user in their portal. This user will be provided with in-app guided enablement to invite additional users to their portal. You may also reference the following details to learn how to invite additional users into your portal.

How do I invite a new user to Botkeeper Infinite?

You can invite a new user to your portal at both the partner (your firm) or client level. During the invitation process, you can designate the user’s role and client access settings. 

• Navigate to the Portal Manager module
• Click on the Users tab
• Click on Invite User button 
• The below window will display:
  
  

• Enter the user(s) email address
• Select user role (Partner Admin, Partner Ops, Client Admin, Client Ops)
• The Partner field will default with your firm’s name
• Provide the correct level of access; there are three options
  • Give access to all current clients of your firm name
  • Give access to all future clients of your firm name; or
  • Select the specific clients you want the invited user(s) to have access too
  • Click the Add button 
• Your user will now receive a user activation email to get their user setup and activated in your firm’s portal