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Goliath Data

Invite a partner organization

The Partners section of the Organization page.

The current partner lookup step.

Send an invitation

Section titled “Send an invitation”
  1. Open the organization menu → Organization, then select Partners in the list of sections.
  2. Choose Invite a Partner.
  3. In Find Partner, use By phone or By email to look up the organization through one of its administrators. Choose Find Organization.
  4. In Configure, choose the partnership direction, then continue.
  5. In Recipient, select at least one administrator at the partner organization who should receive the invitation.
  6. If the direction requires it, use Permissions to choose which of your team members the partner organization can see.
  7. Review the configuration and select Send Invitation.

The partner lookup must find an organization before the invitation can move forward. The person you use for the lookup is selected as the initial recipient; you can adjust the recipient selection before sending.

What happens next

Section titled “What happens next”

The Partners section lists the organizations and invitations available to your organization. Pending invitation and active-partnership actions are shown from that list; use those controls rather than sending a duplicate invitation.