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.

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2. Open Partners Management

In the left sidebar, click Partners Management.

Grandparent dashboard with Partners Management highlighted in the sidebar

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

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

📋 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

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

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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.