Partners arrive from your CRM with their tier and history already attached. This section covers invitations, roles, tiering and the field-level permissions that decide what each partner role can read.
Review the roster that arrived from your CRM, invite teams with a role, tier them, and scope what each role reads.
Animated walkthrough5 minBack to all documentation, or see the integrations directory for every system Airstride connects to. If a guide is missing, ask and we will walk you through it.