Published at: 2026-09-17
Add an upstream enterprise
A partner company that already has a ShareCRM account can use an invitation code from an upstream enterprise to establish a connection and add its own connected contacts.
Before you start
[!IMPORTANT] - Confirm that your account can configure Enterprise Interconnection for your company. - Obtain a valid invitation code from the upstream enterprise.
Add the upstream enterprise
- In Enterprise Interconnection, select Add Upstream Enterprise.
- Enter the invitation code provided by the upstream enterprise.
- Submit the connection request.
- Open the partner company details and add your connected contacts.
- Wait for the upstream enterprise to approve the connection.
After approval and role assignment, Partner Connect appears in your available applications.
Troubleshoot an inactive connection
Confirm that the invitation code was entered correctly and that the correct connected contacts were added. If Partner Connect is still unavailable, ask the upstream channel manager to check the approval status and role assignment.
Expected result
After the upstream enterprise approves the request and assigns roles, the partner can access Partner Connect.