Invite a colleague by entering their email address — they will receive a link to activate their account.
Review each team member's profile and the areas of the portal they can access.
Deactivate a team member's account if they leave or no longer need access to the portal.
Decide which parts of the portal a new team member needs before sending the invite, so their access is right from day one.
Review your team's access when roles or responsibilities change — outdated permissions cause confusion.
Remove access for people who have left as soon as possible rather than leaving unused accounts active.
If a teammate cannot open a part of the portal, check their permissions in this module first before contacting support.
If someone has not received their invite email, ask them to check their spam folder — contact support if it still has not arrived after a few minutes.
Only give team members access to the areas they genuinely need — broader access than required creates unnecessary risk.
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