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, select Add below the Add your first member company line; otherwise, select Add "".
  5. From the list of Partner Companies, locate and select the applicable companies, and then select Add.

    The company is added to the list of Member Companies.