by Ryan Simmons | Aug 6, 2022 | Product Updates
Add New Partners with Bulk Upload With the new bulk upload option, it’s even easier to get multiple partners added to your upcoming event or project. Inside of the host dashboard, get started on the Individuals tab. The upload icon in the top right corner will guide...
by Ryan Simmons | Jun 21, 2022
Partners that have not confirmed their access will be marked with an orange dot to the left of their name. Related post: Will all my partners receive my posted announcement? To resend an invitation, click on the partner’s name or gear icon to the right...
by Ryan Simmons | Jun 4, 2022
If a task gets accidentally completed, a partner can always reopen by clicking the link “Need to make a change? Mark as incomplete” located under the Save Progress and Complete buttons.
by Ryan Simmons | Jun 4, 2022
To reassign a task to someone else within the same organization, the partner can use the gear icon button at the top right corner of the task (in this screenshot listed with Unassigned). Clicking the button will display a dropdown list of available users within...
by Ryan Simmons | Jun 4, 2022
This is a setting controlled by the event host. If the project host has enabled partners to invite new users to organizations, you can follow these instructions to get them into the project. If the option is not available, you may reach out to the event host for...
