A team member is someone from within your company or organization to whom you would like to give access to your partner portal. Only the portal owners can add team members within the portal.
Adding a Team Member
First, you'll want to go to your Accounts & Settings tab near the bottom of the Sidebar. You'll see the Team sub-tab. Once selected, click the “Add Team Member” button in the right-hand corner.
After clicking, you must fill out the necessary information for your team member (first name, last name, email address, phone number) to create their account.
(please note, if you do not have a valid phone number for your staff member, any 11-digit number will work)
Different Permissions:
A team member can have different permissions and roles. To change a user's permissions, click on the Edit button next to their name and select the role you'd like them to have in the pop-up window.
Portal Owner: will have access to all aspects of the portal and can manage all users. Owners can promote other team members to Owners, or demote them if needed.
Portal Admin: will have access to most aspects of the portal and can manage other Admins and Team Members as well as Partner Users.
Team Member: will have access to work leads in your portal but cannot do things like issuing payments, managing integrations, and configuring most portal settings. They can manage Partner Users.
Feel free to check out this video with a walkthrough of these steps.
(To learn how to add Partners to your portal, head to this article for more information)