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Click on the + under the bill to relations or carrier relations to bring up a search screen. Select the bill to customer or carrier that you want to be able to access with this partner network. The company card will appear on the popup screen similar to the screen shot above. If you are setting up the partner network for a bill to company that has multiple billing records in your system you will need to check off the box above the company that you want to make the default relationship. This step of assigning the bill to or carrier relationship is important as it will control which cards the partner users will see within your board. Let's take a look at how the boards will appear based on this setting.
When you have entered in all the fields click the send request button at the bottom of the screen.
The screen shot below shows the same board and how it looks to the parent user compared to how it appears to the partner network. Notice that there are missing cards on the screenshot on the right side of the screen. These cards are ones where the customer or carrier is not attached to. NOTE: If you did not un-check deselect the Display Non User Relationship Cards in the partner network role setup the partner network will be able to see any of the cards on the board.
When you have entered in all the fields click the send request button at the bottom of the screen.Your partner network users will see cards as they move through lists and as your users update them in real time.