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Partners

Partners

To access the partner's section, click on organize - Partners.


A new window will open, which will allow the user to:

View an existing partner:

To view an existing partner, click on the "View" button next to the name of a partner.

Or search for a desired partner by typing the partner's name in the search box and click view.

View the users associated with a specific partner:

To view the users associated with a specific partner, click on "Users" next to the partner.

You can view each one of the users by clicking on "View".

Add a new partner:

A new partner can be added directly from the "Organize" section or from the "Deliverables reporting" section. 

To add a new partner, click on "Add New".

A new window will open. Fill in the needed information and save.


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