Adding and Managing Partners
- On the navigation bar on the left side of the screen, click on “Partners”
2. Opens a screen that displays a list of organizations that are collaborating with your organization or have been invited to collaborate. The page includes a search box to look for a specific organization, and options to filter the search by “Status” and by “Type. You can also click on “+Invite Partner” to invite an organization to collaborate. The list of organizations can be sorted by “Requested By”, “To,” “Type,” s“Created,” and “Status.” Under “Actions” click on the vertically aligned dots to delete a partner.
3. Click on “Status”
4. Then select “Invited” or “Approved” to filter the list of organizations displayed, or select “Clear” to remove all filters under Status.
5. Click “Invited”
6. Click “Approved”
7. Click “Type” to filter by type of organization whether it’s a business or school, and use “Clear to remove the filter by type of organization.
8. Select the filter option under “Type.”
9. Click “Business”
10. Click “School”
11. To invite new partners, click on the “+Invite Partner” link.
12. This opens an emergent screen to search for new partners. Click on the “Find Organization” box,
13. Type the name of the organization you are looking for and it should appear in the emergent list under the box. When the organization appears, click on it.
14. Then use the dropdown menu to select the type of organization and enter the names of a contact in the new organization, and enter that person’s email. Mark the box to make this individual the Organization Administrator if this is the case. Click on the “Select Type of Organization” field.
15. Scroll through the drop-down menu to find the appropriate classification.
16. Click the “Name*” field and add the contact’s name.
17. Add the contact’s email.
18. Select the “Make this person an Organization Administrator” and click on “Save”.