by Ryan Simmons | Aug 24, 2024
Disappearing options is a premium feature that will allow you to ensure only one partner selects an individual option from an available set of choices. (Time slots or sponsorship levels could be a couple examples of options that you may want to limit to only one...
by Ryan Simmons | Aug 24, 2024
The Permissions Manager allows project Owners to configure notification permissions in bulk. Navigate to Permissions, which will be located in the Host Navigation for project Owners. (Reminder: If you’re not seeing this option in the Host Navigation, note that...
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...
