Introw offers a clear overview of who of your partners can access the room and an easy way to give new contacts access or remove access from partner contacts you would rather not give access.
Take control of the roll-out of your digital partnership room and start nudging those partners!
Invite your partner
In the top right corner you can select to "invite" your partner to their room.
Define the access and select your partner contacts
Choose the access settings for your partner contacts to access their partner room and portal.
Via Email
Only selected people can access the room based on their email address.
Via Email domain
This is Introw's default and the most recommended option for giving room access. It gives you control over which email domains are allowed to access the room while making it scalable as it only allows people with certain domains in the list to access the shared space.
Make sure to select the partner contacts you want to give access to their new partner room and click Next.
Set the default notification settings
Choose the default notification settings for your partner contacts to receive. These default settings can be customized later at the individual contact level but provide a consistent starting point for managing partner updates on auto-pilot.
You have the flexibility to grant partners access to their partner room either by sending an invitation email or by enabling access without sending one.
When you choose to send an invitation email, you can personalize the message included—adding context or a warm welcome to guide your partner into their portal experience. This is a great way to provide instructions, share onboarding resources, or simply add a personal touch.
Your partner will receive an email invitation to access their room and get started.
If you prefer not to send an invitation email you can choose to "give access without email". This way partners can still access the portal by entering their email on the portal login page and completing the verification flow. This is useful when migrating partners to Introw from another system, or when you want to enable access in bulk without overwhelming their inboxes.