Partner

About

With Partner, you can manage external partners directly in the platform. This tool is important for companies that collaborate with subcontractors or consultants.

Adding a partner 

Follow these steps to add a partner: 

1. Select Partner from the main menu on the left side of your portal. 
2. Click the Add a Partner button 
3. Click the Name field to title your partner. 
4. Provide an email address. 
5. Select the partner's country of operation from the dropdown menu.
6. Select the preferred payment provider for this partner. Choose one of the following options from the dropdown: Manual, Fortnox (Automatic), Fortnox (E-Invoice), Fortnox (Letter), Fortnox (Email), Klarna, Stripe, or Partner.
7. Check the “Company Restricted” box if the partner should have restricted access to company data.
8. Check the “Monthly License” box if the partner operates on a monthly licensing model.
9. Click Create to save the new partner profile.