Create Task Manager Users

Task Manager works best when your team uses it together. You can see the projects and tasks assigned to each other, track responsibilities, and automatically assign specific tasks to certain team members. You'll first need to add your team members to get started.

How to create task manager users:

1. Go to Partner Center > Fulfilment > Users.
2. Click Invite Team Member OR search for an existing user to update permissions.
3. Option 1: Click Invite Team Member
   1. Enter their First name, Last name, and Email
   2. Choose their Role as Digital Agent
   3. Optional – Make the user a manager (Managers can delete, bulk reassign tasks, and manage Task Manager groups)
   4. Optional – Send Welcome Email to User.

4. Option 2: Search for an existing User and edit Team Member Permissions to Digital Agent/Manager.