Managing your partner team

Add teammates to your partner workspace.

Written By Ben O'Nion

Last updated 27 days 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.