How to Share Records with PartnerHub
PartnerHub allows you to easily share records and folders with your partners. This guide will walk you through the process of sharing with existing partners and inviting new partners.
Step 1: Select Records to Share
First, select the records or folders you would like to share.
Navigate to your records view.
Select one or more records by clicking the tick box next to them.
Use the action dropdown and select ‘Share Selected Records’.
Alternatively, you can share a folder (in folder view) and its contents by clicking the three-dot menu next to the folder and selecting the share option.
Step 2: Share with an Existing Partner
If you have previously connected with a partner, you can share records with them directly.
The Invite New Partner window will open.
In the Partner text field, select your existing partner from the list.
Click the Share button. A pop-up will confirm that the records have been successfully shared.
Step 3: Share with a New Partner
To create a new partner connection, click ‘My Client is not on this List’ from the Invite New Partner window.
Enter Customer Data: A Customer Data window will appear. Type in the email of the person you would like to share the record(s) with and click the share icon to confirm.
Fill in Customer Information: You will then need to fill in the following details:
Customer First and Last name
Phone Number
Country
Customers Company Name
Customer Industry
Click Next.
Select Records: Select the specific records or folders you wish to share, then click Next.
Set Up Workspace: Give the new workspace a name and choose their initial module.
Click Next.
A confirmation pop-up will appear, and your new partner will receive an email notification informing them that you have shared records with them with steps for them to accept this partnership.