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How to Add a New Partner

Updated over a month ago

Introduction

This article walks you through how to add a partner company and invite their users to your workspace.


Steps

  1. Log in to Relevize.
    Open your Relevize account using your standard login credentials.

  2. Navigate to the Partners section.
    From the left-hand sidebar, select Partners.
    Make sure the Partners tab is active at the top of the page.

  3. Click “Add Partner.”
    On the right-hand side of the screen, select the Add Partner button.

  4. Enter the company’s LinkedIn page.

    • You’ll need the company’s LinkedIn URL.

    • To find it, go to LinkedIn and search for the company’s official page.

    • Alternatively, visit the company’s website and look for a LinkedIn link (often found in the footer).

    • Copy the full URL — it should look like:

      www.linkedin.com/company/[company-name]
    • Paste this URL into the Company LinkedIn Page field in Relevize.

  5. Add partner user details.
    Provide the following required information for at least one user:

    • Name

    • Email Address
      (The Phone Number field is optional.)

  6. Assign the partner to a campaign (optional).

    • If you already have a campaign ready, select it from the available list to invite the partner directly.

    • If not, leave this blank. You can assign campaigns later.

  7. Send the invitation.
    Click Send Invite to complete the process.
    This action will:

    • Add the partner company to your Relevize workspace.

    • Send an email invitation to the partner user to join.


Tips

  • Make sure the LinkedIn URL you enter is for a company page, not a personal profile.

  • You can add multiple users for the same partner company.

  • Partners will need to accept the invitation from the email before they can access Relevize.

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