For the complete documentation index, see llms.txt. This page is also available as Markdown.

Managing Users

Partner Group users are managed from the Partners section rather than the Users screen.

Adding a User to a Partner Group

  1. Navigate to Partners in the left sidebar

  2. Select the Partner Group

  3. Open the Users tab

  4. Select + User

  5. A modal will appear listing all users not currently assigned to a Partner Group

  6. Select the user and click Add

Each user can only belong to one Partner Group at a time. Users already assigned to a Partner Group will not appear in this list.


Changing a User's Partner Organization

A user's Partner Organization can be changed at any time. However, this is managed from the Partners section rather than the Users screen.

If a user is already assigned to a Partner Group, they must be removed from their current group before they can be added to a new one.

Remove the user from their current Partner Group

  • Navigate to Partners in the left sidebar

  • Select the user's current Partner Group

  • Open the Users tab

  • Locate the user and select Remove

Add the user to the new Partner Group

  • Navigate to the new Partner Group

  • Open the Users tab

  • Select Add User

  • The user will appear in the list and can be added to the new group

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