Managing Synced Partners

After integrating with your preferred CRM tool, you can manage which partners are invited to your Channel Command Portal.

If you haven't yet configured your CRM tool, refer to Available Integrations for details on the available integrations.

In this guide:

• Invite Synced Partners
• Hide Synced Partners
• Unhide Synced Partners

Invite Synced Partners

To invite partners, select them from the Synced Partners tab. Invited partners will be moved to the Invites Sent tab.

1. From the side navigation click Channel Command.
2. Click Manage Access.
3. Click the Synced Partners
4. Locate the synced partner you wish to manage.
5. Click the Invite Partners button at the end of its row.
   1. To invite multiple partners, check the boxes at the start of each row and click Invite All.

Hide Synced Partners

Hiding partners allows you to set aside those you don’t wish to invite at the moment. Hidden partners cannot receive invitations but can be unhidden later.

1. From the side navigation click Channel Command.
2. Click Manage Access.
3. Click the Synced Partners
4. Locate the synced partner you wish to manage.
5. Click the Hide Partners button at the end of its row.
6. Confirm by clicking Hide.
   1. To hide multiple partners, check the boxes at the start of each row and click Hide All

Unhide Synced Partners

To invite previously hidden partners, you must first unhide them.

1. From the side navigation click Channel Command.
2. Click Manage Access.
3. Click the Synced Partners
4. Click the Status filter
5. Uncheck Pending Invite and check Hidden.
6. Locate the synced partner you wish to manage.
7. Click the Unhide Partners button at the end of its row.
8. Confirm by clicking Unhide.
   1. To unhide multiple partners, check the boxes at the start of each row and click Unhide All.

Once the partner is unhidden, you can invite them by following the steps in the Invite Synced Partners section.