Learn how to create and manage channel partner users
The Users page, accessible from the left-hand sidebar, displays all users in your Launchpad workspace. It allows you to create new internal users directly, invite existing users from external organizations, and provides detailed controls for managing existing users regardless of origin.
The Users page lists all users with name, email, position, sign-in methods, type, role, status, and MFA status
You can filter the user list by status, MFA status, type, role, and sign-in method using the Filters panel. You can also bulk import users from a spreadsheet using the Bulk import from .xlsx option in the dropdown next to +Add User.
The Filters panel lets you narrow the user list by status, MFA, type, role, and sign-in method
In Launchpad, users are categorized as either Internal Users or Guest Users. These profiles define a user’s type and determine what can be managed for a given user.
Internal users represent entities whose account and user profile both reside within the same organization. Internal users authenticate directly using the credentials and sign-in methods issued by your organization.
Guest users represent entities whose user profile resides in your organization while their account resides in a different (external) organization. They continue to authenticate using the credentials and sign-in methods issued by their parent organization.
You can create or invite users from the Users page using the +Add User button. The dropdown offers two options: Add User for internal users and Invite User for guest users.
Add User
Invite User
Create a new internal user in this channel partner organization.
1
Open the Users page
Once inside Launchpad, navigate to the Users page located on the left-hand sidebar.
2
Click +Add User
Once inside Users click the +Add User button and select Add User.
3
Configure user details
Configure the required details for the new user. The form includes general information fields and active sign-in method selection.
The Add User form collects personal details, account status, access level, and sign-in methods
Hide Example Configuration
Field
Example Configuration
First Name
Jane
Last Name
Smith
Position
Facilities Manager
Role
Admin, Restricted, View Only
Email
jane.smith@example.com
Country Code
United States +1
Phone Number
555 123 4567
Toggle On/Off
Access Level
Permanent or Temporary
Active Sign-In Methods
Choose Sign-In Method
4
Save
Once you have configured the required user details, click Save to create the user.
Invite an existing user from a trusted organization as a guest.
1
Open the Users page
Once inside Launchpad, navigate to the Users page located on the left-hand sidebar.
2
Click +Add User
Once inside Users click the +Add User button and select Invite User.
3
Configure user details
Configure the required details for the new user. The form requires selecting a trusted organization and entering the guest user’s email.
The Invite User form collects the trusted organization, email, position, role, and access level
Hide Example Configuration
Field
Example Configuration
Acme Corp
Email
jane.smith@acme.com
Position
Facilities Manager
Role
Admin, Restricted, View Only
Access Level
Permanent or Temporary
Sign-in methods are inherited from the parent organization and don’t require configuration when inviting users.
4
Save
Once you have configured the required user details, click Save to invite the user.
The Users page lists all existing users in rows, with each row displaying key details about the respective user. Each user in your organization, whether internal or external, has a dedicated user page that provides a centralized interface to view and manage all details related to a specific user.To manage a user, follow the steps outlined below:
1
Open the Users page
Once inside Launchpad, navigate to the Users page located on the left-hand sidebar.
2
Select a user
Select a user from the list of users. You will be redirected to their dedicated page, which displays all general information for that user.
A user's dedicated page shows general information including role, position, access level, and trusted organization
3
Manage the user
Once inside the user’s dedicated page, you can complete the following actions:
Use the icon to edit user details.
Use the icon to manage the user, including deactivating or deleting them, changing their sign-in method, or resending the setup email.
You can only change the sign-in method or resend the setup email for internal users.
Last modified on August 18, 2026
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