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How to manage your Partner organisations

Will Thompson avatar
Written by Will Thompson
Updated over a week ago

First you need to add a partner by clicking on the "+ Add a Partner" button on the home page

To add your first Partner, you can either fill out a form or invite the partner organisation to fill out the form for you.

The invite link will email your partner and invite them to create a Plinth account, and then ask them to fill out a form.

To do both of these you may need to create a form first. This guide should help you to create your form.

If you fill out a form, you can just put in their details and then click "Save"

This will then take you to their profile.

Here you can add notes that will only be viewable by you, edit their data, add services that organisation is running and add who is working for that organisation in the "Relationships" section.

If you want to see all of your Partners, that is in Partners under the Partner CRM section on the left hand side.

Here you can scroll through a table of all of your partners, and search for them.

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