As a Partner these are the steps you should follow to create a new account and invite your first members to that account.
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As Customer Support you cannot spend a Partners Credits. You have privileges to create accounts for them and Assign Associates but you cannot Invite members for them. |
Setup a New Client and Invite an Owner using Partner Credits
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Log in to admin.corestrengths.com
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From the Dashboard Click on the ‘+ Add Account’ button on the desired Partner Card
• Optional: This can also be done
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in the desired Partnership from the same Partner Detail Card.
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Name the account and click submit
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Once the new Account dashboard loads click on the ‘+ Invite Members’ button.
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Proceed through step wizard and choose your Client Account Owner.
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Client Accounts cannot be owned by Partners. |
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