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Invite Your Team & Connect A Partner

Add teammates, assign roles, and link partner organizations.

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Written by Catalin Fetean
Updated over 3 weeks ago

Audience: Owners/Admins
Outcomes: Team onboarded; partner link established

Invite teammates

  1. Admin → Users → Invite.

  2. Enter emails; choose Member/Admin.

  3. Resend invites from the same screen when needed.

Connect a partner organization

  1. Admin → Partners → Invite partner.

  2. Enter partner org name & admin email.

  3. They accept → link becomes Active.

Why partner links? Required for cross‑org contracts, reduces spam/fraud, and enables fair dispute handling.

Revoke or re‑invite

  • From Partners, open the partner and choose Revoke or Resend.

Troubleshooting

  • Invite expired → resend; old tokens are invalid.

  • Wrong partner → revoke; create a new invite.

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