Inviting teammates to manage your program

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Who is this article for?

This article will be useful to you if are a company looking to invite teammates to help manage your partner program.

Teammates can help market your program, work with partners, or assist with your integration.

To invite a teammate to your account, go to the left-hand side of your dashboard and navigate to the Advanced Settings > Settings section  and go to the Teammates tab. 

  1. Click on "+ Invite a teammate"
  2. In the window that opens, review your invite Subject and Message and edit if desired
  3. Enter your teammate's email in the Recipient's email field
  4. Click Add
  5. Continue steps 3 and 4 to add multiple teammates, up to 50
  6. When ready, click Send invite 


Once the invites are sent, you can immediately configure the permissions for your teammates to control what information they have access to on your partner program.

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