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.
- Click Company Sponsored Shells > <shell type > <shell name > Member Companies in the left Navigator. 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 Monday, August 28, 2023