This article is for:
As a Timely partner you can add new customers to your partner portal, this will enable you to support multiple businesses at once. In this guide you'll learn how to connect an existing account to your partner portal, and how to access your customer records.
For an existing Timely customer
If you would like to connect an existing Timely customer to your Partner account, then a different approach will be required. To do this:
1
Send an email to partners@gettimely.com requesting
your partner account to be linked to an existing Timely customer.
2
Copy in or get the Timely customer to also send
an email to partners@gettimely.com to confirm that this is okay.
3 We will email you back to confirm when the accounts are linked.
Important note: your customer must enable this permission to allow your access to the account.
Accessing customer accounts
1 The customer will need to log into Timely using their account owner email address.2 Click account > login details.
3 Click the edit button under the enable partner access section.
4 Check the option to allow your partner name to login to your account.
5 Click save to update and apply
any changes. Once this has been done, you will see a log in button
next to that customer on the customers page.