A Team Member can be anyone within your organization who needs access to the partner portal, such as an account executive or other internal user.
Note: Only Partner Owners and Partner Admins can invite new team members.
Before You Add a Team Member
Each team member receives their own unique login and can only access the portal after being invited.
Adding a Team Member
Select Team Members from the sidebar.
Click Add Team Member in the upper-right corner.
Enter the following required information:
First Name
Last Name
Email Address
Phone Number (11 digits, including country code)
All fields are required to send the invitation.
If you do not have an active phone number, any 11-digit number can be used.
Once the user is added, you can adjust their role and permissions to determine their visibility.
For more information on the different team member visibility, check out the following article.
Completing Account Registration
After the invitation is sent, the team member will receive an email to join your organization.
They must follow the link in the email to create a password and complete their account setup.
Important: The invitation link expires after a limited time. If it expires before registration is completed, the team member will need to request a password reset link.