Partner Dashboard facilitates the management of your customer’s Airbase account. You can invite your team members to the Partner Dashboard and assign them one of the pre-defined Partner User Roles.
To invite team members to the Partner Dashboard:
- Go to Team Members > Partner Users.
- Click Invite a Team Member.
- Enter the following details of the invitee:
- Email Address.
- Partner User Role.
- Confirm the details and click Invite.
Airbase will send an email invite to the team member and the option to log in to the Partner Dashboard account from email@example.com.
Their Partner User Role dictates their access to the customer’s Airbase account.