Create A New Partner Firm
- Select ALL WORKSPACES from the workspace drop-down list at the top left of the page.
- Click the Settings gear icon at the top right of the screen.
- On the left menu, under PARTNER FIRMS, click Add/edit partners.
- At the top of the main screen, click the Add A Partner button.
- Enter the Partner Firm’s name.
- Click the check boxes next to the workspaces to which the Partner Firm should have access.
- Click Create.
- Workzone will now prompt you to create a user account for the Partner Firm you have just created.
- Fill in the contact information.
- If you would like to email the Partner user instructions for accessing his/her Workzone user account, check the box next to Send email notification.
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