Crowd partner setup

Owned by proaxia
May 12, 2020
2 min read

To invite a Crowd Partner navigate to 'Partner Invitation' tab and click 'generate the invitation URL'.

 

The link navigates to the Crowd Partner registration form.


After the Account Registration form has been successfully completed, the partner receives an email with credentials.

 

After having logged in, the partner can see the following welcoming page:

 

The Crowd owner is now able to select the Crowd partner record from the 'My Connections' tab.

 

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