Manage guest partners from app settings (expert)

Updated on 06 Jul 2022
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This article applies to BOOST EMPOWER licenses

Purpose of the article

This article shows you how to invite (external) guest partners. So they don't have Cooperlink yet. They are therefore assigned a GUEST (free) license.

Looking to

create users? Please refer to Manage users from app settings (expert)
Create partners with a Cooperlink license ? Please refer to Manage partners with license (expert)

Prerequisite

🚨 This action requires administrator rights

To access the application settings, it is necessary to have administrator rights. Please contact your internal referent or Cooperlink for more information.

Create a partner (company).

In Cooperlink, a partner company is referred to as a Partner, and the employees of that company are referred to as Contacts.

To create partners, go to The App Settings via your profile menu at the top right of the screen.

Go to the Partners section, and click Add Partner.

Then fill out the form to create the new partner.

Select the As a guest partner check box on your app
Enter the company name
Enter the domain name. This is the company's Internet address without the www, or the address that appears after the @ symbol of their email addresses (e.g. monpartenaire.com)