Introduction
You can invite new users to your organization at any time. This guide explains how to send invitations depending on your user role — whether you’re a partner or a vendor — and ensures each new user gets access to the right workspace.
1. Inviting a Partner User (as a Partner)
Follow these steps to add a new partner user to your team:
In the left sidebar, click Settings.
Select Team Settings.
Click Team Members.
Enter the user’s First Name, Last Name, and Email Address.
Click Send Invite to email the invitation.
The new partner user will receive an email with instructions to join your workspace.
2. Inviting a Vendor User (as a Vendor)
If you manage a vendor account, use the following steps to invite a new vendor user:
Navigate to Settings in the bottom left corner of the sidebar.
Select Team Settings.
Click Team Members.
Enter the new user’s Email Address.
Click Send Invite to send them an invitation email.
Once accepted, the vendor user will appear under your team list.
3. Inviting a Partner User (as a Vendor)
Vendors can also invite partner users. Here’s how:
Go to Partners in the sidebar.
Select the Partner you’d like to add a user to.
Click Partner Users.
Select Add New User.
Enter the user’s First Name, Last Name, and Email Address (optional: add Phone Number).
Click Save Contact to send the invitation.
The invited partner user will receive an email and gain access after accepting.
Notes and Tips
Double-check the email address before sending to avoid misdirected invitations.
Both First Name and Last Name are required for all partner user invites.
Invites expire after a set period; if a user doesn’t accept their invite before expiration, they can resend a new one by following the instructions here: https://help.relevize.com/en/articles/12641044-how-to-request-a-new-invite-when-your-invite-link-has-expired