Click Partner

Click Click Active Clients tab

Click Client Name

Click Users tab

Click +Add
​If the user already exists, click the next to their name.

Select Partner User
​Select an existing user from the list.

Select Role
​TIP: Partners doing assessment work will typically have the Client Administrator and Owner roles.

See Explanation of Roles for more information
​

Click Save

Alert
​Correct any errors before proceeding.