How to Add an Infusionsoft Certified Partner | arma communications

As an Infusionsoft certified partner, we have built up a unique set of knowledge to help you get the most out of your Infusionsoft installation. We can help you set up your campaigns, import your contacts and create custom setups you require to make Infusionsoft a profitable driver for your business.

Puzzle

One of the nice things about Infusionsoft is that you do not need to give away one of your valuable “User” seats you receive when granting us access to your account. As Infusionsoft partners, you can add us to your installation with the click of just a few buttons. Follow along with this tutorial to add us to your Infusionsoft Installation:

Step 1: Log into your Infusionsoft installation

In your web browser head to http://www.infusionsoft.com and click on the login link at the top right corner of the screen.

Login_to_Infusionsoft

On the following screen, type in your login credentials. If you have not logged in before, you can find these credentials in the welcome email you received from Infusionsoft.

Step 2: Navigate to User Area

Once you have logged into your Infusionsoft installation, hover over the Infusionsoft cornerstone logo to reveal the drop down box. In the admin column, click on the Users link.

Dropdown_Menu

Step 3: Access the Certified Partner Dialog

This screen gives you an overview of all Users you have created in Infusionsoft. Click on the right, green button that reads “Add Partner”

AddPartner

Step 4: Add Infusionsoft Certified Partner to your Installation

Now that you have navigated to the Add Partner screen, you will need to type the e-mail address of the Infusionsoft Certified Partner you want to add in the ID box. Next, select whether you would like to give your partner Admin Access.

Last, click on the button to “Send Email Invitation” to your certified partner.

Add_Partner_Screen

That’s it – your Infusionsoft Certified Partner should now have been added to your Infusionsoft installation. By giving a partner access, they can enter into your installation and perform the work you have hired them to do.