Guide summary
Partner owners can add teammates, assign roles, resend invites, and manage active or revoked access.
Decide who needs access
Treat workspace access as business access to your MSP's public presence.
- Invite profile editors who maintain buyer-facing company information.
- Invite billing contacts who need receipts, subscription visibility, or billing support access.
- Invite content or marketing teammates only when they need to manage article drafts or profile copy.
Send and manage invites
Use the team page to manage invitation lifecycle and active access.
- Open the protected team area from the partner dashboard.
- Enter the teammate's business email address and choose the appropriate role.
- Resend or revoke invitations when access needs change.
Keep access clean
Good account hygiene protects the public profile and billing workflow.
- Remove access for former employees or vendors who no longer need it.
- Use role-based access rather than sharing one login.
- Review team access after ownership, billing, or marketing responsibility changes.