Only Team Admins and Partner Admins can invite and manage users.

Invite new teammates to Partner Hub and control exactly what they can access, right from the start.

Sending an Invite

  1. Go to the Users page.
  2. Click Invite User.
  3. Enter the email address to send the invite to.
  4. Select an Access Type:
    • Read Only — lets them view data without making changes.
    • Interactive — lets them do things like submit tickets, update contacts, or invite others, depending on their permission level.
  5. Choose whether this user can escalate tickets.
  6. If applicable, assign the user to one or more teams.
    • For each team, specify whether they should be a Team Admin. As a Team Admin, they can invite additional users and manage contacts for that team.
  7. Click Send Invitation.

Managing Pending Invitations

  • Pending invitations appear in the Invitations area of the Users page — expand it to see the full list.
  • Click the options next to a pending invitation to Resend or Cancel it.

Good to know