Accounts and Users

AI-generated Key Takeaways

• The Account and Users page allows you to manage your Partner Portal account, including viewing your Partner ID, account name, and integration status.

• You can manage users with different roles (Read only, Editor, Administrator, Tester) to control access to your account and data.

• Add new users by providing their name, email address, role, and mailing list subscriptions within the 'Users' tab.

• All Partner Portal users must have a Google Account, which can be a Gmail, G Suite account, or created separately.

• If your integration is disabled, ensure Google servers can access your Booking Server and returns a valid HealthCheck response, or contact support for assistance.

The Account and Users page, located under the Configuration tab, includes global settings to manage the Partner Portal account and the users who have access to it.

Account

The "Account" tab allows you to view your Partner ID (also referred to as your Aggregator ID) that was assigned to you when you began your integration. You can also view your account on-boarding status.

Account Name

You can view your account name, which is also your default brand name.

Integration status

Your integration status (enabled / disabled) is displayed here. If your integration has been automatically disabled due to issues detected by Actions Center's monitoring system, once you've fixed the underlying problem, you may attempt to re-enable your integration by using the toggle switch to re-enable. Users with Administrator and Editor roles may re-enable the integration. Please wait several minutes after clicking this button for your integration to be re-enabled.

Note: If your integration has been disabled, one of the common causes is that your Booking Server cannot be reached by Google servers or does not return a valid HealthCheck response. It is also important to verify that your booking server credentials are up to date. If you are unable to resolve these issues, please contact Help & Support.

Users

There are four types of users of the Partner Portal: Read only, Administrator, Editor and Tester

• Read only: Can only read account data and merchants
• Editor: Can read and edit account data (excluding SSH keys) and merchants
• Administrator: Can read and edit account data and merchants, as well as manage account users
• Tester: Can test integration before it is launched (For Food Ordering End-to-End partners only)

Adding New Users

To add a user to the Partner Portal, follow these steps:

• Go to the Partner Portal and visit the ‘Account and Users’ section

• Jump to the ‘Users’ tab and click on ‘+ ADD USER’

• Fill in the name, email address, role and Mailing list subscriptions for the user here and click on Submit

All users of the Partner Portal must use Google Accounts. If you use Gmail, or if your organization uses G Suite, your email address is already a Google Account. To create a Google Account with another email address, see Create your Google Account.