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  3. Convey Partner Portal

Convey: How do I add a user?

Note: You must be a Corporate Admin to add users.
  1. Login to the Partner Portal
  2. On the home page, click on the red “+Add” rectangle on the upper right-hand corner
  3. Select “USER” 
  4. Enter the following information
    • First Name
    • Last Name
    • Role - select “Community User”
    • Community - select the specific community you wish to add the user to 
    • Contact - enter the user’s work email (mandatory)
    • Phone number (optional) - enter their 9 digit number (with country code +1 for the United States)
  5. Click “Save”
  6. The user will receive an email to set up their credentials so they can log in to the Convey app