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Partner Portal Setup

Setting up a Partner Portal account and creating the Company

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Written by Gutsy Support
Updated over 4 months ago

In this article, we’ll walk you through how to create a new Partner Portal account and set up your company.

How to Create A Partner Account

Once completed, you’ll be redirected to a confirmation page and a verification email will be sent to the email address you provided. Please check your inbox (or spam/junk folder, just in case) to complete the setup.

Your partner account is now created and ready to use!

Additional Note:
If you are the Owner or Super Administrator of the Partner Portal, you will have access to an additional Settings button. From there, you can choose to enforce Two-Factor Authentication (2FA) for all agents under your account.

Creating a New Company on the Partner Portal

  • Log in to your Partner account.

  • Click on +Company

  • Enter the required details, including Company Information, Address, Statutory Information, and Module Selection.

  • Click Submit.

  • The new company will now be added to your Partner account.

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