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Creating company user accounts

All partner types can add all of their company users to their accounts as part of their subscription plan.

Updated over 3 months ago

One of the benefits of Partner Partner is having a resource that your entire team can use without paying for per-user seat licenses.

Regardless of if you have an Agency or Tech partner account you can add each member of your team that needs access to create partner leads, manage pipeline, or get access to resources such as promotions, marketing updates, product updates and more.

To add your team go to the Company Users tab and simply invite a user using the in-app flow or copy the invite link to email or message them outside of the app.

The in-app experience to add a new user is below:

On the next page after clicking Set Permissions, you will have the opportunity to tailor permissions for various features within Partner Partner as View Only or View & Edit for the newly invited user. These settings can be edited at any time. Learn more about the various permission levels here.

After invite

When a new user is invited the screen updates to show them in waiting. Once the user creates their account from the email invite this screen will be updated to show the details of their account.

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