How to Add an Infusionsoft Partner to Your Infusionsoft App

Adding an Infusionsoft Certified Partner to your account allows you to give that person access to your Infusionsoft app without taking up a user license. Follow the instructions below to add a partner in three easy steps:

STEP ONE:

Under the Infusionsoft menu to go admin –> then Users

STEP TWO:

Click on “Add Partner” button in the upper righthand corner.

STEP THREE:

Enter their Infusionsoft ID (the ICP will let you know what to enter here) then select Admin button to yes. Finally press the button to send the email invitation.