> For the complete documentation index, see [llms.txt](https://docs.optty.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.optty.com/partner-onboarding-docs/onboarding-via-portal/onboarding-a-parent.md).

# Onboarding a Parent

This page explains how a Grandparent (Superpartner) account holder adds a new Partner beneath them in the Optty dashboard.

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### 1. Log In to the Optty Dashboard

Navigate to your Optty dashboard URL and log in with your Grandparent account credentials.

> 📋 **Note:** The sandbox environment is available at <https://upp.qa.optty.com/>. Your production dashboard URL will differ — check with your Optty contact if you are unsure which environment to use.

***

### 2. Open Partners Management

In the left sidebar, click **Partners Management**.

![Grandparent dashboard with Partners Management highlighted in the sidebar](https://1547574893-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZhsUpq2iUPMhEqWrHrBn%2Fuploads%2Fgit-blob-5049ffad919ac46600375c983e4fa6d519b2b37a%2F.gitbookassets01-grandparent-dashboard%20\(1\).png?alt=media)

> **What you see:** The **Your Partners** page loads, listing any Partners already associated with your account.

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### 3. Add a New Partner

Click **+ Add New** in the top-right corner of the Partners list.

![Partners list with + Add New button highlighted](https://1547574893-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZhsUpq2iUPMhEqWrHrBn%2Fuploads%2Fgit-blob-c8267b5c5b3ed6faa282c7161df25eec74ca562f%2F.gitbookassets02-partners-list%20\(1\).png?alt=media)

> **What you see:** The **Add Partner Details** modal appears.

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### 4. Enter the Partner's Name

In the **Add Partner Details** modal, enter the Partner's name in the **Partner's Name** field (marked with `*`, required).

![Add Partner Details modal with Partner's Name field and Save Changes button highlighted](https://1547574893-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZhsUpq2iUPMhEqWrHrBn%2Fuploads%2Fgit-blob-487136158da504ad1d816c378af8957f3dbb18ff%2F.gitbookassets03-add-partner-modal.png?alt=media)

> 📋 **Note:** **Advance Settings** is available in this modal for additional configuration. This is not required to complete basic Partner onboarding.

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### 5. Save the New Partner

Click **Save Changes**.

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### 6. Reload the Page to Confirm

After saving, reload the page to see the updated Partners list. The new Partner will appear at the top of the list.

![Partners list after reload showing the newly added Partner at the top](https://1547574893-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZhsUpq2iUPMhEqWrHrBn%2Fuploads%2Fgit-blob-6780565652708915ebc31f203fe6579cd2431179%2F.gitbookassets05-partners-list-reload%20\(1\).png?alt=media)

> 📋 **Note:** After saving, you must reload the page before the new Partner appears in the list.

***

The new Partner is now created and active. You can click **Manage Partner** to configure their settings, or **Manage Users** to add users to the Partner account.