Adding an Infusionsoft Certified Partner to your Infusionsoft account is simple!
Following this 4-step guide will allow me access to your accounts without taking up one of your limited user licenses – mega bonus 😉
Log in to Infusionsoft. Hover over the Infusionsoft Cornerstone in the top bar.
Look underneath the Admin* section and click “Users”
*If you do not see Admin in your menu then you do not have Admin level access.You will have to ask the Admin to give you access or ask them to add me as a Partner.
Once in the Users section in the top right corner, click on “Add Partner”.
Send Email Invitation
When you are on the add Partner page, type in my email address Raven@CleverAutomation.com. You can then make me Admin.
Click the “Send Email Invitation” button and I’ll have access to your App as an Infusionsoft Certified Partner. 🙂
..and that's it! If you hit a snag, no worries, just email me and we'll get it resolved ASAP.