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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