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Delegated Access to Customer Central for Partners

Topic

Partner accessing their customer's Nintex Customer Central.

Instructions

Partners are not able to access a customer's Nintex Customer Central directly unless provided a specific email with the company domain. The prefered method is as follows:

 

For your Partner to be granted access to Customer Central, please have the Customer Central Admin take the following steps:
1. Sign into https://customer.nintex.com
2. Select Contacts from the left-hand navigation menu.
3. Select the Add Contact button on the right-hand side of the page.
4. Select Delegated User from the Role menu.

Delegated Partner.PNG

Delegated Contact icon:

Traning Seat.PNG

 

Note: If your Partner is not listed in the step below (5), please reach out to your Account Manager to get them associated as an active partner.

Adding a Partner Account.PNG


5. Select the Partner account and desired contact for delegated access.
6. Select Submit.

O
nce submitted, the chosen Partner Contact will be able to access Customer Central via the Partner Portal. The Partner will need to choose the My Customers Tab > Select Delegated Access > Then select the Customer Account from the list.

 

Note: If the Partner is unable to view the My Customers Tab, Please have them reach out to their Partner Account Manager.

image (3).png

Additional Information

 

 

Related Links

 

 

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