Partners
Establish a secure and controlled way to collaborate with external parties.
Explore Partners
Add a host-guest partnership
Remove guest workspace members
Share an account via a host-guest partnership
Manage access to accounts shared via a host-guest partnership
Log in to accounts shared via a host-guest partnership
Request access to an account shared via a host-guest partnership
Accept or decline an access request for an account shared via a host-guest partnership
Remove a host-guest partnership
Track activity on accounts shared via a host-guest partnership
Add a local partner to your workspace
Join a local partner as a Guest User
Share an account via a local partner
Log in to an account shared via a local partner
Remove a local partner from your workspace
[Video] How to add a local partner
[Video] How to invite a guest user to a local partner
[Video] How to share an account via a local partner
[Video] How to join a local partner as a guest user
Assign a Host Admin to a local partner
Invite a Guest User to a local partner
Update a guest member's role in a local partner
View the details of a local partner’s guest member
Remove a guest member from a local partner
View the guest members with access to an account shared via a local partner
View the activity in an account shared via a local partner
Update a guest member’s role in an account shared via a local partner
Remove a guest member from an account shared via a local partner
Remove an account from a local partner