This guide explains how to register for a Newo.ai partner account to manage your customers within your Partner Portal.
Create your partner account
Navigate to the partner signup page.
Enter your Full Name, Email, Phone, Organization Name, and Organization Website.
Select the checkboxes to agree to the Partner Agreement and Terms of Services.
Click Create.
You will be redirected to an identity verification page. Check your email inbox for a message containing a verification code.
Enter the 6-digit verification code on the verification page and click Continue.
Review the Terms of Service and Privacy Policy, select the agreement checkbox, and click Continue.
You will gain access to the Customer/Partner Organization Listing page.
Access your partner portal
On the Customer/Partner Organization Listing page, select the My Partner Organizations tab at the top of the dashboard.
Next to your newly created partner organization, click Partner Portal under the Actions column.
All of your partner organization's customer accounts will be listed inside your Partner Portal.
🗒️ NOTE
If a customer organization is not available inside your partner portal, you may need to link their account to your partner organization.