Workspace setup guide

Connect AWS Partner Central

A workspace admin and someone who can manage access in your AWS account are needed for this step.

1. Open Tools in PartnerPlex AI and find AWS Partner Central.
2. Enter your AWS account ID and choose the setup method. For a new connection, use the guided AWS setup.
3. Open the generated AWS setup link. Check the account, role permissions, and workspace shown before creating the CloudFormation stack.
4. Return to Tools and select Verify connection. Continue once the status shows Connected.

If setup reports an existing role or a permission problem, ask your AWS admin to review the displayed details. Keep the existing role and connections while resolving it.

Connect HubSpot or Salesforce

Each workspace connects one CRM. A workspace admin starts the connection.

1. Open Tools and select Connect for HubSpot or Salesforce.
2. Sign in to the intended CRM account, review the requested permissions, and complete authorization.
3. Return to PartnerPlex AI and check that the CRM shows Connected.

If the status says Reconnect, sign in again using that CRM’s connection control. Connecting a different CRM replaces the workspace’s current CRM connection.

Continue in chat

Your first Growth login starts a private setup conversation. Reopen “Set up your Growth workspace” in Chat to continue it.

You can invite teammates from Users, or skip invitations. Once your tools are connected, run Deal Scout from its workbench and choose a deal to prepare. Review the registration before authorizing submission.

Need someone else to connect your tools? Share this guide with your workspace admin.