Assigning Roles in ProPartner Portal

Before you start creating customers in VCSP Pulse, make sure that the account of the ProPartner employee you use to log in to VCSP Pulse has the Full Access role assigned.

To verify or adjust the roles of a ProPartner employee, do the following:

1. Log in to the ProPartner portal using the account that has the ProPartner Manager role assigned.
2. Click the user name in the upper-left corner.
3. On the Partner Profile page, select the Portal users tab.
4. In the Registered employees list, click the name of the employee whose roles you want to adjust.
5. In the Employee details window, make sure the VCSP Pulse Roles check box and the Full Access option are selected.
6. Click Save.