Table of Contents
Updated by Jessica Powell
The first step in forming a new trading partner relationship is inviting them to the Convictional network.
To do that, there are a few things you'll want to consider and setup, to make sure you have the best experience possible.
1. Create a partner
The first step is to create a partner. When you login to Convictional, go to Partners, and then click Create:
2. Partner setup
A new screen will pop over, giving you the ability to create a partner. Everything starts with the email address of the partner.
3. Invite partner
The last step is to invite the partner. You can do this when you create them, or later on. Most of the time, you'll want to Create and Invite the partner:
"Create and Invite" is used in situations where the vendor is not currently using Convictional and trading with you. "Create" is used for vendors who are already using Convictional but have not established your company as a partner before.
You're done! Your partner will receive an invitation email that allows them to easily onboard and get connected with you.