Before You Begin
You must have administrative access to user management
The partner users must have valid company email addresses from their organization
Ensure you have the correct contact information for the partner team members you want to add
Steps
Navigate to your Dazos CRM instance and log in with administrative credentials
Click on Settings (gear icon) in the main navigation
Select Manage Users from the Settings menu
Click the + Add User button
In the user creation form, select Internal User as the user type
Enter the partner team member's information using their company email address
Configure the appropriate role and permissions for the partner user
Click Save to create the Internal User account
Verification / Expected Result
The partner company user will be successfully added to your CRM as an Internal User. They will receive login credentials and can access the system according to their assigned permissions, even though you've reached your standard user license limit.
Important Notes
⚠️ Email Requirement: You must use the partner's company email address for this to work properly. Personal email addresses may not qualify for Internal User status.
💡 Tip: Internal Users don't count against your standard user license limit, making this an effective way to collaborate with partner organizations.
Related Resources
How to Upgrade User Licenses (CRM)
User management and permissions guides
Contact support if you need assistance with partner user setup