To add a new individual partner to your project, go to the Individuals tab in the Host Settings. (You can optionally add partners in bulk or through self-registration.)
In the upper right corner, select Add Individual.
Partner Details
When setting up a new partner, you will be required to add their full name, email address and organization name. The organization name field will help you search for existing matches, or add a new partner organization.
Notification Preferences
Based on the partner you are inviting, you can modify if the user will receive emails for new chats and reminders. (Note that emails are only sent if the user has accepted their invitation.)
Notes and Options
Add any additional information about this person as an internal reference. These details are only available to project hosts.
Project hosts also have the option to permit access to the host dashboard for select partners lower on the page.
Sending Invitations
PartnerHQ is set up to allow you to configure all your partners, tasks, resources and settings prior to sending out invitations. Once you feel ready, the next step is to send out your invitations.