Adding a Member Company to a Shell

Active Partner Companies and their associated 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:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Company Sponsored Shells, select the [shell type], and open the [shell instance].
  3. In the left Navigator, select Member Companies.
  4. If no Member Companies have been assigned to the shell, click Add below the Add your first member company line; otherwise, click Add .
  5. From the list of Partner Companies, locate and select the applicable companies, and then click Add.

    The company is added to the list of Member Companies.


Last Published Tuesday, April 8, 2025