Managing Associates within a Partnership [Portal ONLY]

Adding Associates to a Specific Partner Account.

  1. Log in to

  2. Select the Partnership you are administrating

  3. Click on the Accounts Tab on the Partnerships Page.

  4. Select the account you want to add an associate to

  5. On the Associates' card on the right-hand column click the + button

    1. Type the Associate's name

    2. Click the submit button

Do not click on the Accounts page on the left it will make you start all over at Step 1. Accounts on the Left is all the accounts that you are part of.

Notice: Only Associates assigned to the Partnership you are managing will be available when assigning associates to this account. If you need to add additional associates to your partnership please contact support.