Screenshots and Videos Coming soon!
Learn how to add a new workspace here. You can either:
- Follow Step-by-step Instructions
- Watch a Video Tutorial
Follow These Steps
1: To add a new Partner , go to “Create” and click “Add a workspace”
2: First, name the workspace
3: Select the correct "Partner" Data Category from the drop down menu
NOTE: Not completing these selections may cause your new workspace to be saved under the incorrect date category
4: Before proceeding, you may also have the option to enter additional information depending on how your data category is set up
5. To finish, click “Add a workspace.”. A window will appear to confirm the workspace has been created, click view workspace so you can add further details
6. When on the workspace, you can edit details by clicking on the pencil icon next to a field to add values. Be sure to click save where a save button appears!
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