Add a Member Company to a Shell
Active Partner Company users (users with a unique user name, and status of Active or On Hold) can be added to shells and assigned permissions, just like Sponsor Company users.
To add a member company to a shell:
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, click Company Sponsored Shells > <shell type > <shell name > Member Companies. The Member Companies log opens.
- Click the Add button. The Add Member Companies window opens. This window lists the available Partner Companies that can be added to the shell as a member company.
You can click the Find button to search for a particular company by Company Name or Contact Name.
- Select one or more companies from the list and click the Add Member button.
- At the confirmation window, click Yes. The company is added to the Member Companies log.
Last Published Wednesday, June 26, 2024