A partner organization is an outside company that one or more of your guests belong to, such as a development partner, property management company, or inspection vendor. Use the Partner Directory to track each organization's contact information, see everything its guests are currently working on, and manage guest assignments in bulk.
Partner organizations are managed separately from guest records, but the two are connected. You can assign guests to an organization from either the organization's page or the guest's own record.
For information on connecting an individual guest to a partner organization, see Guest Administration.
Important
The Partner Directory is available to Account Administrators and User Administrators.
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Navigate to the account.
The Account Overview opens.
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Click Manage Account.
The Account Settings page opens.
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Select Partner Directory in the left navigation panel.
The Partner Directory list page opens, listing every outside organization associated to your account.
Tip
The organization's email domain is used to suggest guests to link to it. Set the email domain when you create or edit an organization to make future guest assignment faster.
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On the Partner Directory page, click Add Partner Organization.
The Add Partner Organization form opens.
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Enter the Organization Name.
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Select the Primary Industry Type.
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Enter the organization's Primary Email Domain.
Alternatively, select the checkbox to indicate the company doesn't have its own email domain if applicable.
Note
The email domain is used to suggest guests who should be linked to this organization.
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Enter the organization's contact details and address. The State is required.
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Optionally, enter internal Notes.
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Click Add Partner Organization.
The Partner Organization detail page opens for the new organization.
Use the Assigned Guests tab to see every guest currently linked to the organization and manage those assignments in bulk. A guest can be assigned to only one organization.
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Open the organization's detail page.
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Select the Assigned Guests tab.
The tab lists every guest currently assigned to the organization.
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To assign guests in bulk, click Assign guests.
A popup opens, where you can select and attach many existing guests at once. The list includes all guests on the account who are not assigned to this organization. A note indicates if selecting a guest will change the organization assignment.
Tip
Click Invite a new guest to open the Invite a guest popup if the search does not return a match.
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Select the guests to assign and click Assign guests.
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To mark a guest as a primary contact, use the Primary Contact toggle.
An organization can have multiple primary contacts.
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To unassign a guest, click the Remove icon
.
Note
Unassigning a guest from a partner organization has no effect on the guest's WorkCenter access.
Deleting an organization does not affect its guests' work item access. Assigned guests are automatically unassigned from the organization, but they keep their existing WorkCenter access.
Warning
Deleting a partner organization permanently removes it. This action cannot be undone.
Tip
Review the Work Items tab before deleting an organization you no longer work with. It gives you a quick check of who is still active before you remove the organization record.
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