> For the complete documentation index, see [llms.txt](https://docs-vnext.kiflo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs-vnext.kiflo.com/manage-partners/partner-records/access-to-the-partner-portal.md).

# How to grant yourself access to the partner portal (to view what your partners see)?

It is important to set yourself up as a partner in order to see how your partners will work with you, what they see and how they perceive the information you share with them.

## Adding yourself as a partner

In order to add yourself as a partner, you need to do the following steps:

* Go to the **Partner** tab
* Choose a partner you would like to add yourself to (It is best practice to create a test partner that will be dedicated to testing and seeing what partners see)
* Go to the **Team** tab
* Click **Add a team member** button

![](https://3041514930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKkJn82Qo5a0Y4fOsoQzo%2Fuploads%2Fgit-blob-4485edf69451665c774c33a78be2fdde7024eeee%2F612cdbdf12c07c18afdcf309.png?alt=media)

* Fill in the requested fields

{% hint style="warning" %}
**Email address**

You need to use your current account's email address in order to make this work. Otherwise you will have to sign out/sign in each time you want to connect on the partner portal.
{% endhint %}

* **Switch on** Kiflo PRM Account (This contact will have access to the partner portal)
* Click **Next** button

<figure><img src="https://3041514930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKkJn82Qo5a0Y4fOsoQzo%2Fuploads%2Fgit-blob-d0596b9639574c5f3c97a72439317e5ab59a2887%2F612cdcb46c65aa15b87d56fb.png?alt=media" alt="" width="354"><figcaption></figcaption></figure>

* Check the **"Don't send an email"** box

<figure><img src="https://3041514930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKkJn82Qo5a0Y4fOsoQzo%2Fuploads%2Fgit-blob-a58d24c4a7d49d2761e2b1e6795224b6c101d898%2F612cdd2300c03d6720752356.png?alt=media" alt="" width="355"><figcaption></figcaption></figure>

* Refresh your admin portal
* Your partner access will be added under Workspaces on the top right-hand corner of your portal

![](https://3041514930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKkJn82Qo5a0Y4fOsoQzo%2Fuploads%2Fgit-blob-ab91fef1a471f821bda176c30f90bf0060efe118%2F612cde8f00c03d6720752360.png?alt=media)

{% hint style="info" %}
**Changing workspaces**

You can switch between workspaces to quickly have access to what your partners see and to make sure everything is set up correctly.
{% endhint %}


---

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