Now that we have gone over expectations and the onboarding process, let's talk about your vendor account and its uses. Your account not only allows you to create, add, and maintain your content and partner relationships but also allows you to pull fantastic reports that provide you incredible visibility into your partner's progress. However, before we get to that, let's ensure you have the right people with the proper access to your account.
Click on "Account Settings" on the bottom left of the navbar.
Click on " Invite Users."
Click on "Invite a User."
Input the user's information, signature block, role, and permissions.
To edit their information or delete them, hover over the drop-down menu on the left of their avatar and select the option desired.
If the user hasn't accepted the invite yet, you will be able to send them a direct link so that they can set up their password.