Create Account Partner Request

Create a Create Account Partner Request

Prerequisites

Before submitting a Create Account Partner request:

You must have an active employee account.

The business partner and contact must already exist. The contact’s name and email are filled in from the partner record.

Navigate to Requests Module.

Click Add Request.

Select Create Account Partner as the request type.

Complete the required information.

Field	Description	Required	Example
Subject	A short title describing the request.	✓	Create Account Partner - Manulife Portal Access
Due Date	The expected completion or review date for the request.	✓	October 9, 2026
Priority	Indicates the urgency of the request.	✓	Medium
Description	Additional details or reason for the request.		Creating a supplier portal account for the partner contact.

Field	Description	Required	Example
Business Partner Name	Partner the contact works for.	✓	Manulife Financial Services LLC
Contact Name	Partner contact who needs the account.	✓	Daniel H Smith
Email / First Name / Middle Initial / Last Name	Contact details from the partner record. The email is used to sign in.	Auto	daniel.smith@partner.com
Role	One or more Supplier Portal roles, such as Subcontractor’s POC, Supplier Admin, Supplier Owner, or Consultant Owner.	✓	Subcontractor’s POC
Account Type	Type of account.	✓	Partner
Status	Whether the account is Active or Inactive when created.	✓	Active

Click Add to send the request for approval.

After approval, the account is created in Administration Management and the contact can sign in to the Supplier Portal.

Create a Create Account Partner Request