If a tech partner you already work with invited your agency to Partner Partner, most of the setup is done for you. They started an account in your agency's name, so you don't have to build one from scratch. This article walks through claiming it and the two short steps that follow.
This article is for agencies that joined from a partner's invitation. If you signed up on your own, see Creating your Partner Partner Agency administrator account instead.
1. Claim Your Invite
Your invitation email has a link. Opening it takes you to a Claim your invite page.
The panel on the left shows who invited you, for example Invited by your partner's name.
Your partner already gave us your email address, so you only need to pick a password.
To claim the account:
Enter a password in Create Password, then enter it again in Confirm Password.
Click Claim my account.
You're signed in as soon as you're done, and setup starts right away.
⚠️ Link not working? If your link has expired, has already been used, or won't open, click Request a new one under the button.
2. Step 1 of 2: About You
The first step is about you. Your partner, and any other partners you connect with later, will see these details on your partner profile.
Fill in First Name and Last Name.
Choose your Role in the company.
Tick the box to agree to the Terms of Service and the Data Processing Addendum on behalf of your company. The same line confirms you've read the Privacy Policy. Each name links to the full document.
Click Agree and continue.
Until you've chosen a role and ticked the box, the button tells you what's missing, for example Pick your role and tick the box to continue.
3. Step 2 of 2: About Your Agency
The second step is about your agency. Some of it is already filled in from what your partner gave us, so check it rather than retyping it.
Field | What to do |
Agency name | Usually pre-filled. Correct it if needed. |
URL | Your agency's website. |
What best describes you | Pick the category that fits your agency best. Required. |
Elevator pitch | Two or three sentences on what you do. |
Employee Size | Pick your team size. Required. |
Click Finish setup when you're done. Until you've picked a category and a size, the button reads Choose a category and size to finish.
✅ No sign-up code. Accounts created without an invitation need a code from an email at this point. You skip that step, because the invitation already confirmed your email address. You'll see a note saying so under the button.
You can change any of these details later in Company Info.
4. Your First Homepage
When you finish setup, you land on your Homepage, headed Welcome to Partner Partner, [your agency]! The top of the page has a welcome band made up of two cards.
Your partnership card. This card shows that you're connected to the partner who invited you, with a Connected badge. Click Open [partner] partnership to go straight to that partnership.
Bring the rest of your partners. Your inviting partner is probably one of many tech partners you work with. This card shows how many tech partners are already on Partner Partner. Click Find my tech partners to look for yours and ask to connect. Running all your partnerships from one Homepage is the point of Partner Partner.
The welcome band only shows until you act on it. It goes away once you click either button, or the X in the top corner of the partnership card.
📩 A second email about your partner? If the partner that invited you also added your agency to its Partner Program, you'll get an email about it soon after you claim your account. The program is in Partners › Programs, marked Pending until you accept it. See When a Partner Adds You to Their Partner Program.
5. What to Do Next
Once you're in, these are good first steps:
Connect your other partners. See Requesting new Agency partnerships.
Upload your client list. See Upload and manage your client list.
Add your teammates. See Creating company user accounts.
Related: Creating your Partner Partner Agency administrator account · Completing Agency Partner admin onboarding · Requesting new Agency partnerships · Upload and manage your client list · Creating company user accounts