Inviting Partners

About this article

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.

• Partner Access
• Add partners
• Revoked partners

Pre-requisites

Updated to Templafy Hive Admin or owner access to the tenant

 

Partner Access

The Partner Access feature gives customer Owners full control over how Templafy employees and Solution Partners gain access to their tenants. The process works as such:

• By default, all partners (authorized or unauthorized) have to request access to a customer tenant or a customer Owner can manually add them using the instructions in the Add partners section of this article
• When access is requested by a partner or when a customer Owner manually adds the partner, an expiration date is specified that dictates how long the partner has access to the tenant for
• If the customer wishes to give authorized partners instant access to the tenant for an indefinite or a specified period of time, the Partner Access feature can be enabled at any point in time:

• The Partner Access feature can also be turned off at any point in time
• When the partner access feature is turned off, all partners who gained instant access to the tenant will loose access
• If a partner still needs access to the tenant after the Partner Access feature is disabled, a customer Owner can manually adjust the expiration date for that partner in the Partner tab of the User section in the Admin center:

• An individual partner's access can be revoked using the instructions in the Revoked partners section

Authorized partners include Templafy employees or Customer Success Managers, Technical Operations (including Support), Customer Solutions, Account Managers and Solution Partners Unauthorized partners will always need to be granted access by the customer Owner whether the Partner Access feature is turned on or off During a tenant's implementation, the Partner Access feature will be turned on by default. Once the tenant goes live, it will be turned off automatically

 

Add partners

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

1. Navigate to the partners tab in the users section
2. Click Add partners
3. Add the desired email address
4. Adjust the role of the partner
   A partner can be set to being a user, an admin, or an owner
5. 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
6. 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

 

Revoked partners

Revoking a partner access

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

1. Navigate to the partners tab in the users section
2. Select the desired partner
3. Click Revoke Access

 

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.

 

Viewing revoked partners 

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

 

Granting access to a revoked partner

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

 

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