by Ryan Simmons | Jan 31, 2024
When logged into a project or event inside PartnerHQ, you’re able to add your teammates. This allows you to loop in others on your team to contribute, complete tasks, and review resources. Once logged into a project, select “Add Teammates” in the left side navigation....
by Ryan Simmons | May 4, 2023
Hosts have the option to use the “view as” selector to masquerade as one of their partner’s and take action when needed. From the dropdown list of partners, select the user needing an update. Your view will now be based on the tasks, resources, and...
by Ryan Simmons | Nov 10, 2022
Hosts can access and manage uploaded files from across their projects under the Organization tab of the Host Dashboard. Once on the Organization tab, click the Grid icon just to the right of the search bar. All tasks assigned to organizations with a file upload field...
by Ryan Simmons | Nov 9, 2022
Hosts can turn on a feature that allows users to invite their teammates. This could be done to bring in added help, allowing others on a team to complete tasks, collaborate, or simply to share visibility. This feature can be activated within the Settings sections of...
by Ryan Simmons | Oct 25, 2022 | Product Updates
Organization Structure within PartnerHQ Based on feedback, and to prepare for some future upgrades on our roadmap, we’ve restructured how organizations and individuals are treated inside PartnerHQ. Every individual within PartnerHQ will be included in an...
