Inviting Partners

From the Users tab in the Admin Center, you have access to a tab called Partners. This article will explain further what this is about.

In order to manually add a partner to the tenant, the following steps must be followed:

Navigate to the partners tab in the users section
Click Add partners
Add the desired email address
Adjust the role of the partner
A partner can be set to being a user, an admin, or an owner
Adjust the expiration date
When the set date has expired, the partner will no longer have access to the Templafy tenant and his status will be set to Revoked
Click Grant access

Users showing up on the Partner list are either from Templafy or an Implementation partner
Only a tenant owner can provide owner rights

In order to manually revoke access for a partner on the tenant, the following steps must be followed:

When revoking a partner access, the partner will loose access to the tenant, even as a user.
A partner will automatically get a Revoked status if the expiration date is in the past.

In order to view revoked partners, toggle Show revoked partners top right, as shown below:

If you need to grant access to a revoked partner, simply just Grant access as shown below: