Partners form the basis of our external collaboration. In our platform, you can easily view and add partners if you have the appropriate permissions. By default, System Administrators have the ability to add partners from the System Admin Module and Partners Module. This article specifically covers how to add partners from the System Admin Module.
If you are a System Administrator or user with Add/Edit Partner permissions intending to add partners from the Partners Module, please see our help article on adding partners below:
Note: If you do not have these permissions enabled, please reach out to a current System Administrator and request the same.
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Navigate to the System Admin Module, then the Partners screen, and click on the Add Client button as shown below.
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Enter the partner information and assign an Internal Owner if required. When done, click on the Next: Add Contact button as shown below.
To learn more about creating and managing Internal Business Owners, please see our full help article below:
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Optionally, enter information for the primary contact along with any other required Primary Information. Once done, click on the Save Client button.
Note: A success message will appear and your partner will be added to the partner's list within the Partners screen.