Link Account Users with Ecosystem Members

Link Account Users with Ecosystem Members

This article shares how to link a user in your account with an ecosystem member in PARTNER CPRM. 

If the ecosystem member does not have a user account, have them create one first by visiting https://app.visiblenetworklabs.com/users/register.php and add them to your ecosystem. If you are out of user slots, you may need to purchase one by contacting our team.
NOTE: Linking account users with ecosystem members allows you to update your responses more easily if your organization or division participates in data captures. Additional features utilizing user-member links are coming soon.
1. Login to your account and open your ecosystem.

2. Click "Account" at the bottom-left side of the page to open your account settings.

3. Scroll down to your list of users and find the one you want to link to a member of the ecosystem.

4. Hover to the right of their name and click the 'link' icon that appears.



5. In the modal window that appears, use the search bar to find the member you wish to link the user with.

6. Select the member name and click "ok."



7. The user and member are now linked together in the database. 

8. To unlink them, hover next to the name of the user and click the 'de-link' icon that appears.

Have questions about linking account users with your ecosystem members? Get in touch: support@visiblenetworklabs.com.

    • Related Articles

    • Add A User to Your Ecosystem

      This article shares how to add a user to your ecosystem in PARTNER CPRM. NOTE: The person you want to add MUST already have a free account for you to look them up and add them to your ecosystem. If the user does not have an account, have them create ...

    • Reset Your Account Password

      This article shares how to reset your account password if you lost or forgot it. If you believe your account has been compromised, change your password immediately and contact our team to help secure your data and account. If you no longer have ...

    • Create a PARTNER CPRM Account

      This article shares how to create a free trial account in PARTNER CPRM. To gain access to a fully subscribed account, you must first create a free trial account to be added and given access. Follow the steps below: How to Create a Free Trial Account: ...

    • Manage Email Settings

      This lesson shares instructions for manage your data capture email settings before you schedule emails to launch your survey. How to Manage Email Settings 1. Within your data capture, click "Emails" to open the email system tab. 2. On the top right ...

    • Upload Multiple Members

      This article shares how to create multiple ecosystem members in your member library in PARTNER CPRM by uploading a CSV spreadsheet. To learn how to add an individual member to your member library, read our article: Create a Member Experiencing ...