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How to grant Cornerstone partners access to your Cornerstone portal?

What's Partner Access?

You’re the own­er of your Cor­ner­stone sys­tem or “por­tal”. With­out your per­mis­sion, we as your con­sult­ing part­ner can­not access any­thing in your por­tal. To sup­port you dur­ing an imple­men­ta­tion project or with any con­sult­ing needs, we kind­ly ask you to pro­vide us access to your portal.

This access can be grant­ed — and, of course, also be reject­ed — using the so-called Part­ner Access Admin­is­tra­tion. In this knowl­edge arti­cle we quick­ly want to pro­vide you an overview on how to use this functionality.

What's a portal?

You as a Cor­ner­stone client have access to at least three so-called “por­tals” or “envi­ron­ments”: pro­duc­tion, pilot and stage. Each “por­tal” or “envi­ron­ment” is an indi­vid­ual and inde­pen­dent Cor­ner­stone sys­tem with exact­ly the same func­tion­al­i­ty. Dur­ing our col­lab­o­ra­tion we will in detail work on what’s the pur­pose of each of these por­tals, how­ev­er, it’s impor­tant to under­stand, that access can be grant­ed to indi­vid­ual por­tals (like only for pilot) or all portals.

The steps described in the fol­low­ing sec­tions on how to work with Part­ner Access Admin­is­tra­tion need to be repeat­ed on each and every por­tal that you grant us access to. It’s not suf­fi­cient to just per­form the steps on one por­tal (pro­duc­tion, for exam­ple), as any changes to Part­ner Access Admin­is­tra­tion will not get trans­ferred auto­mat­i­cal­ly to the oth­er por­tals (pilot and stage in our exam­ple). There­fore, we kind­ly ask you to repeat the steps described below on each portal.

To access the por­tals, you sim­ply open them in your web brows­er. If the name of your Cor­ner­stone por­tal is exam­ple, you can reach your var­i­ous por­tals under the fol­low­ing URLs:

Please note, that your com­pa­ny might have addi­tion­al por­tals on top of these stan­dards por­tals. If this is the case, please also remem­ber to grant access to those oth­er por­tals as well.

How to initially setup Partner Access?

Please fol­low the fol­low­ing steps for grant­i­ng us access to your portal:

  • To grant us access to your por­tal, please open the por­tal and logon as an admin­is­tra­tor. You should have received admin­is­tra­tor cre­den­tials direct­ly from Cor­ner­stone, if you’re a new Cor­ner­stone client, or you may need to reach out to your inter­nal admin­is­tra­tor team.
  • In the Cor­ner­stone por­tal, please open the menu and go to Admin and Tools. Please note, that these are the names of the menu and the menu item in an out-of-the-box Cor­ner­stone por­tal. If your por­tal is already in use, this nam­ing might have been updat­ed or changed.
  • After­wards please click on Core Func­tions and then on Part­ner Access Admin­is­tra­tion to get a list of all Cor­ner­stone part­ners, whom you so far grant­ed access to your portal.
Admin > Tools > Core Functions
Admin > Tools > Core Functions
Admin > Tools > Core Functions > Partner Access Administration
Admin > Tools > Core Func­tions > Part­ner Access Administration
  • To add a new part­ner, please click the but­ton Add Part­ner on the upper right cor­ner of the screen.
Admin > Tools > Core Functions > Partner Access Administration > Add Partner
Admin > Tools > Core Func­tions > Part­ner Access Admin­is­tra­tion > Add Partner
  • A pop­up win­dow will appear, in which you enter the email address of your talessio con­sul­tant, i.e. firstname.​lastname@​talessio.​com, and then press Next. Your Cor­ner­stone por­tal will now com­mu­ni­ca­tion with the Cor­ner­stone part­ner data­base and will ver­i­fy, whether the part­ner you’re going to add is a cer­ti­fied Cor­ner­stone part­ner accord­ing to the Cor­ner­stone part­ner requirements.
  • If the val­i­da­tion is suc­cess­ful, anoth­er pop­up will show up, in which you can spec­i­fy a date, up to which the part­ner shall have access to your por­tal. Click Save after spec­i­fy­ing the date. After this date, the access will auto­mat­i­cal­ly be reject­ed. You can, how­ev­er, re-grant the access after­wards at any point of time. Dur­ing the ini­tial set­up of Part­ner Access, please choose a date, that allows us to effec­tive­ly col­lab­o­rate with you.

Cor­ner­stone will now direct­ly send the cre­den­tials to the part­ner, you don’t have to do any­thing else.

How to extend the access to your portal?

If the part­ner access expired, i.e. the access to your por­tal was auto­mat­i­cal­ly reject­ed due to the date you spec­i­fied accord­ing to the descrip­tion before, we might ask you to extend the access to con­tin­ue work­ing with you. To do that, please fol­low these steps:

  • Please again open the por­tal and logon as an administrator.
  • In the Cor­ner­stone por­tal, please open the menu and go to Admin and Tools. As not­ed before, in an already con­fig­ured por­tal, the names of these menu items might have been updated.
  • After­wards please click on Core Func­tions and then on Part­ner Access Admin­is­tra­tion to get a list of all Cor­ner­stone part­ners, whom you so far grant­ed access to your por­tal. If the list is emp­ty, please do click the check­box Include inac­tive part­ners to see the full list. For the account, for which you want to extend the access, please click on the three dots on the right side and choose Re-Enable Access.
Admin > Tools > Core Functions > Partner Access Administration > Include inactive partners
Admin > Tools > Core Func­tions > Part­ner Access Admin­is­tra­tion > Include inac­tive partners
  • In the back, Cor­ner­stone will again check with the Cor­ner­stone part­ner data­base, whether the part­ner is still cer­ti­fied accord­ing to Cor­ner­stone stan­dards and require­ments. If so, the pop­up to enter a date will appear, in which — just as in the ini­tial set­up — you can spec­i­fy, how long the part­ner shall have access to your por­tal. Click Re-Enable Access to fin­ish this step.

The part­ner will again receive new cre­den­tials direct­ly from Cornerstone.

How to disable access to portal immediately?

While the access to your por­tal auto­mat­i­cal­ly expires based on the date you spec­i­fied when ini­tial­ly set­ting up or extend­ing part­ner access, you can also at any point of time reject the access to your por­tal with imme­di­ate effect. To do so, please fol­low these steps:

  • Please again open the por­tal and logon as an administrator.
  • In the Cor­ner­stone por­tal, please open the menu and go to Admin and Tools. As not­ed before, in an already con­fig­ured por­tal, the names of these menu items might have been updated.
  • After­wards please click on Core Func­tions and then on Part­ner Access Admin­is­tra­tion to get a list of all Cor­ner­stone part­ners, whom you so far grant­ed access to your por­tal. For the account you want to reject access, please click on the three dots on the right side and choose the option End Access.

The part­ner will no longer be able to access your portal.

How to reset a partner’s password?

We do keep good care of our cre­den­tials. But some­times it might hap­pen, we for­get a pass­word or some­thing does not work out. In this case, you can reset our pass­word. To do so, please fol­low these steps:

  • Please again open the por­tal and logon as an administrator.
  • In the Cor­ner­stone por­tal, please open the menu and go to Admin and Tools. As not­ed before, in an already con­fig­ured por­tal, the names of these menu items might have been updated.
  • After­wards please click on Core Func­tions and then on Part­ner Access Admin­is­tra­tion to get a list of all Cor­ner­stone part­ners, whom you so far grant­ed access to your por­tal. For the account you want to reset the pass­word for, please click on the three dots on the right side and choose the option Send For­got Pass­word Email.

The part­ner will auto­mat­i­cal­ly receive an email to reset the pass­word of this account.

Common Problems

If, for any rea­son, the ini­tial set­up or the exten­sion of Part­ner Access do not work, the most like­ly rea­son for this is, that the email address of the part­ner is already stored with anoth­er account in your por­tal. To ver­i­fy and change that, please per­form the fol­low­ing steps:

  • Please again open the por­tal and logon as an administrator.
  • In the Cor­ner­stone por­tal, please open the menu and go to Admin and Users. As not­ed before, in an already con­fig­ured por­tal, the names of these menu items might have been updated.
  • In the field Email please enter the email address of the part­ner and hit Search.
  • If there is a search result show­ing up, click on the name on the name on the left side and on the fol­low­ing screen on the but­ton Edit Record on the bot­tom right cor­ner. Search for the field Email Address and remove or update the address. Press­ing Save on the bot­tom right cor­ner should resolve any issues with Part­ner Access.

If after that you still have issues, please feel free to reach out to us at any point of time. We’re hap­py to assist and we’re look­ing for­ward to work­ing with you.