How to Access PartnerHub and Invite a New Partner
Step 1: Access PartnerHub
The way you access PartnerHub depends on your user role.
If you are an Account Administrator:
Log in to your Papertrail account.
From the accounts homepage, click on the three-dot menu of an account you manage.
Select 'PartnerHub'.
If you are a Subscription Owner:
Log in to your Papertrail account.
From the accounts homepage, scroll down to āMy Subscriptionsā.
Click on the three-dot menu next to your subscription.
Select āPartnerHubā.
Once inside, you will see four tabs: Active and Inactive Partners, the Sent tab to view your invitations and the Received tab to check for invitations you have been sent.
Step 2: Invite a Partner
To begin the invitation process, click the 'Invite New Partner' button.
Customer Information
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.
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What if the email already exists?
If the email address you enter already exists in Papertrail, you will see a message confirming that the invitation has been successfully sent. The account administrators and the client will receive an email notification.
Fill in Customer Information: You will then need to fill in the following details:
āCustomer First and Last name
Phone Number
Country
Customers Company Name
Customer Industry
Click Next when you are finished.
Share Records
Select one of your Workspaces.
Choose the folders you want to share with your client. All the relevant records within these folders will appear in their Workspace as soon as they sign up.
Click Next to proceed.
Set Up the Customer's Workspace
If the email youāre inviting isnāt linked to an existing Papertrail account an invite will be sent to a new Papertrail account to the email provided by you.
Select the initial module they will see in their Workspace when they first log in. Choose the one that best aligns with what you are supplying or your clientās specific needs.
Click Next to proceed.
Your invitation will now be sent to the customer at the specified email address.
How to Check the Status of Your Invitation
To check the status of your sent invitation, return to PartnerHub section.
Use the Active Inactive Recieved and Sent tabs to check the status of Partner invitations.
