This article outlines how to best work with third party partners in Accord.
Key Takeaways
- Add the approved partner email domain to the Partners section in your Workspace Settings page.
- Partners can be added to your team on the Team page. They'll be visually aligned with you and your company.
- Partners have the same permissions as Customers. This means they can only view Accords they've been added to and will not see content tagged as Internal.
Partner Licenses are only included with the Enterprise package of Accord.
To learn more about our pricing and packaging options, contact sales@inaccord.com.
Adding Partners to Your Workspace
To add partners to your workspace, simply:
- Go to your Accord Settings.
- Click "Partners" in the Workspace section of the settings.
You must be an admin to access Workspace Settings.
If you don't see the Partners option in your settings, contact your Accord administrator.
Add the email domain of the partners that you'll be working with separated with a comma (",").
Any partner that is added to an Accord will be listed on the Partners page. Once a partner email domain is added to your workspace, they can no longer be added to the Customer Team.
Partner Permissions
Partners have the same permissions as your Customers.
This means that they can only access the Accord they are explicitly added to, and they cannot view any internal elements.
For a full list of customer permissions, please see User Permissions & Visibility Settings.