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Add partner users to onboarding invite list automatically

Add partner users to onboarding invite list automatically

Your partner user records often miss the onboarding invite list, delaying partner activation and initial setup. Add them to the invite list automatically so invites go out same day.

Add partner users to onboarding invite list automatically

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Overview

When new partner user accounts are created without a reliable handoff, onboarding invites and access provisioning stall. This flow captures eligible partner users and adds them to a maintained invite list so your channel partner managers can send invites and start activation the same day.

Add partner users to onboarding invite list automatically