Add a partner

Tags: User

When working with an Expert Coach or Keap Certified Partner, you will likely be asked to add that individual as a Partner to your app.

  1. Navigate to Admin > Users.
  2. Click Add Partner
  3. Enter the coach or Partner's Keap ID (typically an email address) in the field
  4. Identify if the Coach or Partner should be added as an Admin with full access to the application or a standard additional user
  5. Click Send Email Invitation