Your team

If your role allows it, you can bring colleagues into your partner portal and control what each of them can do. Open Team from your portal.

Inviting a colleague

Add a member by entering their email and choosing their role. They get an invitation to activate their own login, the same way you did. Until they activate, they show as pending on your team list.

What roles control

A role decides what each person sees and can do, for example whether they can submit referrals, view payments, sign agreements, or manage your organization’s details. Give each colleague the role that matches what they need, so people only see what’s relevant to them.

The team list in the partner portal, showing each member's name, email, and role, with controls to add, edit, or remove members

Managing your team

From the team list you can:

See everyone’s status: their role and whether they’ve activated their account yet.
Change a role: update what someone can do.
Resend an invitation: if a colleague hasn’t accepted theirs.
Remove access: take someone off the team when they no longer need it.

Make sure your organization’s payout and tax details are set so your team’s earnings can be paid.

Your organization