/
Managing Associates within a Partnership [Portal ONLY]
Managing Associates within a Partnership [Portal ONLY]
- Glenn Wilson
Owned by Glenn Wilson, created
Adding Associates to a Specific Partner Account.
Log in to admin.corestrengths.com
Select the Partnership you are administrating
Click on the Accounts Tab on the Partnerships Page.
Select the account you want to add an associate to
On the Associates' card on the right-hand column click the + button
Type the Associate's name
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.
Related Articles
, multiple selections available,
Related content
Manage a ‘Partners’ Credits (e.g. reserving credits for Associates)
Manage a ‘Partners’ Credits (e.g. reserving credits for Associates)
More like this
Setup a New Client and Invite ‘Client’ Account Owner and Members using Partner Credits (Portal ONLY)
Setup a New Client and Invite ‘Client’ Account Owner and Members using Partner Credits (Portal ONLY)
More like this
Inviting additional members using ‘Client’ Credits (Platform ONLY)
Inviting additional members using ‘Client’ Credits (Platform ONLY)
More like this
Create a Team in Your User Account
Create a Team in Your User Account
More like this
Upgrade Your Account
Upgrade Your Account
More like this