Managing your partner team

Add teammates to your partner workspace.

Written By Ben O'Nion

Last updated 2 months ago

The Team tab manages people inside your partner workspace (separate from your customers and sub-partners).

  1. Under Invite teammates to your workspace, enter one or more emails (comma-separated).

  2. Click Invite.

  3. Each member shows a Role — e.g. Admin — adjustable from the dropdown.

Pending invites show Invitation sent with Resend and Cancel options until accepted.