HelpClient portalsCreate a partner organization

Create a partner organization

Group external collaborators into a partner organization and add them to projects as a unit.

Partner organizations

Client portals · 3 min read · Updated 29 May 2026

A partner organization is a group of external collaborators — typically an agency or client team — who can be invited to multiple projects at once. Partner members share a single billing entity separate from yours.

Create a partner organization

1

Open Portals → Partner orgs

In your workspace sidebar, click Client portals, then Partner organizations.

2

Click New organization

Enter the organization name and optional logo. Add the partner admin's email — they'll receive an invite to manage their org's members.

3

Add the org to projects

Once created, go to any project's Access settings and add the partner org. All org members are added at once at the role you choose.

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