As a Partner Owner or Partner Admin, you can add Team Members (this can be anyone on your team or account executives) to your portal.
Please note that only the Partner Owner or Partner Admin has the authority to add a Team Member to the portal.
Each Team Member will have a unique sign-in to the portal, and can only have access if you invite them. Based off of the subscription plan you're on, will determine the number of Team Members you can have in your portal.
Adding a Team Member
Click on the Team Members tab on your sidebar. On the top right-hand corner of your screen, there is a button that says "Add Team Member".
After selecting it, you will be prompted to invite them to your organization by entering their:
First Name
Last Name
Email
Phone Number (11 digits including your country code)
All fields are required to invite a Team Member to the platform. If you don't have an active phone number, any 11-digit number will work.
Team Member account registration
As stated above, team members will receive an email, informing them that they have been invited to join your portal. The email will prompt them to set up a password which will then complete their account registration.
After the initial email is sent to the team member, please inform them, that they'll have limited time to complete their account setup (create a password) If the link to create a password expires, the team member will need to request a password reset link with these steps.
For more information on the different team member visibility, check out the following article.