Assign Partner Firms to Workspaces
A partner firm must be given permission to access a particular workspace. When you create a partner, you will be given the chance to assign the partner to the particular workspaces to which they should have access.
To add or change the workspaces to which a partner firm is assigned:
- Select ALL WORKSPACES from the workspace drop-down list at the top left of the page.
- Click the Setings gear icon at the top right of the screen.
- On the left menu, under PARTNER FIRMS, click Add/edit partners.
- Click Edit next to the partner you want to assign.
- To assign/remove the partner firm from a workspace, click the + or x next to the workspace name.
- Click OK to confirm your selection.