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Connect a partner

Open the partner network and invite the relevant organization. Check the connection status before sharing inventory. An invitation alone is not an established connection.

Share inventory

Use the available sharing action on a project or property and review the recipient, included inventory, and displayed commission details. For synchronized copies, follow the synchronization behavior shown in the interface and check inventory provenance. Do not confuse sharing with a partner organization with inviting a customer. Review the full included inventory before sharing a project.

Control team access

Team and allocation settings determine which projects or units a member can work with. Role permissions and object assignments serve different purposes: the role permits an action, while assignments restrict accessible inventory.

End sharing

Open the existing share and review its revocation action. Check the sharing list afterward. If inventory is missing, check the connection first, then the specific share and object access.