Partners: How do I manage my team members? (Video Tutorial)

 

Only Partner Managers are able to invite, remove and change a team member’s role. 

To invite a team member: 

1. Click on the project you’d like to invite the team member to
2. Navigate to the Team Members page on the left sidebar
3. Click “Invite” in the top right corner
4. Enter in the user’s email address and assign a role to them
1. Please note, free email addresses are not allowed.
5. Click “Send Invitations” 
6. Your team members will receive an email to notify them of their new project role.

To remove a team member: 

1. On the Team Members page, select the ellipses icon on the right column of the user you’d like to remove.
2. Select “Remove”

Important Notes: 

• Removing a Partner Manager: Each project always needs to have at least one user in the Partner Manager role. You will not be able to remove a user in the Partner Manager role if there is only one Partner Manager. Please assign another team member as a Partner Manager before removing the current one. 
  

To edit a team member’s role:

1. On the Team Members page, select the ellipses icon on the right column of the user you’d like to edit.
2. Select “Edit”
3. Select the correct role
4. Click “Save”

Partner Roles: 

Partner Member: 

• Access to Help Center knowledge base and downloads
• Opportunity registration
• mdf submissions
• Partner portal access

Partner Manager:

• All of the permissions of a Partner Member plus
• Ability to manage team members
• View account financial data on partner portal
• Submit partner level qualification forms