Requesting access to a referral customer

Step 1: Request Access

To support your customers with their setup, simply click Ask to join on the relevant customer profile. The customer will receive a notification and can quickly grant you access to their setup.

There are three different states for your customers and their requests:

• Ask to join: You have not yet requested access.
• Pending: The request has been forwarded to the customer.
• → (Access Granted): If you see an arrow next to the customer's name, you already have access -  simply click on it to enter their setup.
  

Once access is granted, you can:

• Access customers' companies
• Configure new companies
• Create and access individual configurations

Step 2: Customer Approval

When you request access, your customer will receive an email notification. By clicking the link in the email, they will be directed to the Account & Billing section of the Usercentrics product.

In this section, they will find a Partner Access area at the bottom, where they can approve or decline your request.

If needed, the customer can revoke your access at any time. If access is revoked, you can request it again when necessary.