Adding/Removing Team Members

Viewing Your Organization

If your organization will need the ability to add multiple team members to the Partner Portal, so multiple people can access the resources you provide and the analytics of your content, please reach out to our Support Team.

Once we hear from you, we’ll give you access to a section in Partner Portal called your organization. This section has general information about your company. It’ll list all the people in your company who can use the Portal.

Adding Team Members

To add a team member, you must be an Owner or Manager of your organization.

1. Select your organization’s name in the top left corner.
2. Click +Add Team Members in the top right corner.
3. Enter their name and email address.
4. Select Save.

Change Team Members’ Role

To change the role of a team member, you must be an Owner or Manager of your organization.

1. Select your organization’s name in the top left corner.
2. Select Edit in the top right corner.
3. Select the Role drop-down on the team member and select a role.
4. Select Save in the top right corner.

Removing Team Members

To remove a team member or change their role, you must be an Owner or Manager of your organization.

1. Select your organization’s name in the top left corner.
2. Select Edit in the top right corner.
3. Select the thrash icon on the team member you want to remove.
4. Select Save in the top right corner.

If you aren’t already an Owner or Manager of your organization and need this access, you can reach out to our Support Team.

Switching Between Organizations

1. First, you need to be added as a team member to each organization separately. The team member information—first/last name and email address—should match exactly. You’ll receive an email notification when you've been added as a team member to each organization.

1. Click Organizations to see all your organizations. You’ll have two viewing options: “View” or ”Switch”.
2. View means you can see everything for that organization, but any actions you take within the Portal won’t be linked to that organization. This function is best used when you need to confirm which team members are in that organization, but you’re still working within another one.
3. Switch means you’ll only view that specific organization, and anything you do within the Portal will be for that organization. You should use the Switch function (instead of View) if you need to add content, edit existing content, view analytics, or add/remove team members.