Running a business often requires managing a team and at Partner Central, we’ve made it easy to manage your team by providing the flexibility to add or remove team members that can access your Partner Central account.
Already have a team member and need to alter permissions? Read our article on Altering Team Member Permission.
As the primary account manager, you have control over how your team members interact with your business functions, such as finances, logistics, and inventory.
Add Team Members to Your Team
Here are the steps you need to know to add team members to Partner Central.
1) Select Team from the Settings drop down, then click Add New.
2) Enter their information into the form that appears.
Provide their name, their title (if they have one), and their email address.
If you choose to add their phone number, make sure the box next to Invite Contact is checked. If this box is not checked, they will not be sent an invitation and simply be added as a contact.
What is a contact, you may ask?
A contact is simply a saved entry of the name, email address, and phone number associated with that person. This person has the potential of becoming a team member, but not until you check this box and send them an invitation to join your team.
3) Click Add Team Members.
The team members you invite will now be listed on your team setting page as contacts. And next to each requested team member, there will be a notation that says Invitation Pending.
If you see Invitation Pending, it means that you correctly completed the following step. If you do not, please go back and check the box next to Invite Contact, then click Add Team Members once more.
The team members you have added will now receive this email inviting them to create an account in Partner Central. Creating an Account is the same process for everyone.
Your team members will begin the process by clicking on the link provided in the invitation email. From there, they will begin the account setup process.
4) Wait for your team members to create an account.
Until your team members create and register an account through the provided link, all you need to do is wait. If they have any problems, direct them to either of these articles: Creating an Account and Registering an Account.
Once a team member has created and registered an account, their status will change from Invite Pending to Invite Accepted.
Resending Expired Invitations
All invitations will expire after seven days, so it might be necessary to resend an invitation to a team member.
Go back to the Team page, select the contact who needs their invitation to be sent out again, then click to expand the contact’s form. At the bottom of the form, click Manage Invitation, then Resend Invitation. The new invitation, like the original, will also expire in seven days.
You can do this as many times as is necessary.
Revoking Invitations
Let’s say there comes a time where you need to revoke an invitation you sent to a team member.
Select the contact who will have their invitation revoked, then click to expand the contact’s form. At the bottom of the form, click Manage Invitation, then Revoke Invitation.
Completing this process will disable the link to the Partner Central sign up page.
Next Steps…
Congratulations for adding a team member to your business!
Now, you’ll want to proceed to the next step: Altering Team Member Permissions.
For a deeper dive into how to manage your team, watch this instructional video that covers adding and removing a team member as well as altering team member permissions.