Third-Party Providers
You can designate a third-party provider to manage your organization in the Customer Center. If your agency participates in the creoline Partner Program, you can grant your agency access to your organization. With third-party provider authorization, all agency employees can gain access to your products.
Add a third-party provider
Only the owner of the organization can grant third-party provider access. If you are logged in as a user, please ask the owner of your organization to grant this permission.
First, log in to the Customer Center at account.creoline.com and navigate to your organization’s master data via the gear icon in the top-left corner, right next to your organization’s name. Then switch to the Third-Party Provider tab. Use the Add Third-Party Provider button to enter the third-party provider key you received from your agency.
As soon as you confirm the key by clicking Add Third-Party Provider, the third-party provider will be granted access rights to manage your organization. The third-party provider will receive a separate email regarding this.
If you do not have a third-party provider key, you can request one from the respective agency.
Remove a Third-Party Provider
Navigate to the Third-Party Providers tab and select Remove Third-Party Provider for the third-party provider you wish to remove.
Then confirm by clicking Remove Third-Party Provider; this will immediately revoke all rights and administrative capabilities the third-party provider has for your organization.
The third-party provider will not receive a separate email regarding the revocation of permissions.
What permissions does the third-party provider receive?
Third-party providers for your organization are granted the permissions associated with the selected role. You can create a separate role for each third-party provider and assign permissions individually. If you do not specify a role, the third-party provider will be granted permissions for the following areas:
- Products
- Orders
- Contracts
- Renewals
- Cron jobs
- Support tickets