Shaun Whynacht shows how to add a partner to a Keap application. Go to Admin, Users, click Add Partner, enter the partner's Infusionsoft ID, set the role to Admin, and send the email invitation. Once accepted, the partner gets full admin access.
Chapters
Okay, what I want to quickly show you here is how to add myself as a partner to your Infusionsoft application. So I'm in my sandbox account here, and it's going to look the same as yours in the way of a menu system. So we're going to go to the top, what we call the master navigation. We're going to come to the admin column and come on down to users. Once you're here, you're going to notice in the top right-hand corner two green buttons. Add Users and Add Partner. You're going to click on Add Partner. For the Infusionsoft ID, you're going to use my email address, shaun@bluecowcreative.ca. You're going to slide this to Admin and click Send Email Invitation. I'll then receive access to your application and begin working on our Kickstart implementation.