Overview
Learn how to create and customize your partnrUP account, manage team members and their access, and set up your workspaces.
Creating an Account
Select Brand or Agency when prompted.
Click Continue To Your Dashboard.
You will be taken to the main dashboard.
Account Settings
You can customize your profile.
Click Upload Photo to add a profile picture. Click Edit next to Name to change your name. Click Edit next to Phone to change your phone number.
You can configure account details by clicking on the Account Details link. Here, you can upload a logo and edit the account name.
Team Member Management
Inviting Team Members
Click Invite Team Members.
Enter the email addresses of your team members in the Email Address field.
Select a role for each team member using the Select role dropdown.
Select workspaces to grant team members access by clicking the workspace checkboxes or by clicking the Select All checkbox.
Click Done to send the invitations.
You can now view your updated team member list, including workspace access.
Workspace Setup
Creating a Workspace
Click the Create Workspace button on the main dashboard.
You may need to create a workspace to start a project.
In the modal that appears, enter a workspace name.
Click Create Workspace.
Your new workspace will now appear in the sidebar.
You can upload a workspace logo by clicking on the Upload Logo button.
You can invite collaborators by clicking on the Invite Collaborators button.
You may edit the workspace name by clicking the Edit button.
Enter the new name and click Save.