Steps to Inviting a partner at PartnerAlign (vendor)
1. Go to the partner's tab
2. Click on the invite partner button
3. Enter the name, and email and send an invite.
4. Partner receives an email similar to the below screenshot.
5. Once the partner login using the credentials given in the email we get a password reset page and settings page to start as shown in the below screenshots :
Password reset page.
Confirm the Settings as shown below:
Steps to bulk invite the partners:
1. Go to the import partner button.
2. Download the sample CSV file.
3. Enter the details in a CSV file in the below format
4. Upload the file and the success record would be shown below.
5. Once imported, new records would be shown under partners.