Adding accounts and locations using Partner Requests

To add more accounts to your network, you need to submit a Partner Request from your PartnerHub Admin account. You can also submit a Partner Request to add more locations to an existing account.

In this article:

• How do I add a new account?
• How do I add a new location to an existing account?
• How do I check the status of a Partner Request or view my network?

How do I add a new account?

To request a new account for a franchisee/member within your network:

1. Log into your PartnerHub Admin account.

2. Click the Requests tab in the top navigation bar.

3. Select New Account from the Request Type drop-down menu in the top-right corner.

4. Fill out all required fields for the new partner account:

• Account Name
• Brand
  • Your network might have multiple brands; select the appropriate one for your new account.
• Owner First Name
• Owner Last Name
• Owner Email
• Phone
• Location Name
• City
• State
• ZIP Code

5. Fill out any other optional fields relevant to your network and the new account:

• Territory Code
  • A Territory Code is an open text field that you can use to link an account with a franchise business coach, region, or district.
  • Using a Territory Code allows you to filter accounts in the Partner Hub by a specific coach, region, or district.
• Notes
  
  • To view previously submitted requests/allow new partners to track the status of previously submitted requests, include the Location Name in this field.
• Location ID (if applicable)
• Address
• Country
• Subnetwork

6. Click the Submit Request button at the bottom of the page.

After you submit a request, CareerPlug's Partner Services team will create the account and email activation instructions to the account owner within 24 business hours.

What's included with a new account?

All new accounts for franchisees/members include the following resources that you developed for your network during implementation:

• Hiring Processes
• Job Templates
• Interview Scorecards
• Branded Careers Page
• Message Templates
• Assessments
• Required Onboarding Forms (Hire + Grow plan)
• Onboarding, Retention, and Engagement Workflows (Grow plan only)

How do I add a new location to an existing account?

To request a new location for an existing account within your network:

1. Log into your PartnerHub Admin account.

2. Click the Requests tab in the top navigation bar.

3. Select New Location from the Request Type drop-down menu in the top-right corner.

4. Fill out all required fields for the new location:

• Location Name
• City
• State
• ZIP Code

5. Fill out any other optional fields relevant to the new location:

• Active Account
• Unactivated Account
• Location ID (if applicable)
• Address
• Country
• Subnetwork
• Notes

6. Click the Submit Request button at the bottom of the page.

After you submit a request, CareerPlug's Partner Services team will create the account and email activation instructions to the account owner within 24 business hours.

How do I check the status of a Partner Request or view my network?

To check the status of a Partner Request (or view your network), you can use the Locations tab in PartnerHub.

All new accounts and locations will appear in the list under the map once created.