Partner Functionality

Owned by Glenn Wilson, created

Last updated: Dec 21, 2020

Below you will find a list of related articles to assist you with managing partnerships.

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Inviting additional members using ‘Client’ Credits (Platform ONLY) (External Service Desk)
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Manage a ‘Partners’ Credits (e.g. reserving credits for Associates) (External Service Desk)
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Managing Associates within a Partnership [Portal ONLY] (External Service Desk)
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Setting up a Class (Platform ONLY) (External Service Desk)
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Setup a New Client and Invite ‘Client’ Account Owner and Members using Partner Credits (Portal ONLY) (External Service Desk)