Find answers and support guidance
Use this page to understand onboarding flow, invitation and relationship setup, CSV import review expectations, role boundaries, and support entry points.
Help Center sections
GETTING STARTED
Learn how co packers and food brands begin setup and continue incomplete onboarding.
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INVITATIONS AND RELATIONSHIPS
Understand how organizations connect and how invitation acceptance works.
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CSV IMPORT
Review required columns, validation, duplicate handling, and confirmation.
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ROLES AND SUPPORT
Understand organization permissions and where to get help.
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Relationship workflow visual
This visual explains how organizations connect, keep responsibilities clear, and preserve shared partnership context.
- Step 1
Connect the right organizations
Start with a clear invitation so the co packer and food brand know who they are working with.
- Step 2
Organize relationship details
Import or enter the information needed to keep the relationship clear and up to date.
- Step 3
Create shared visibility
Once the food brand accepts the invitation from the co packer, both teams can view the relationship from the correct organization context.
- Step 4
Keep next steps clear
Both teams can see what needs attention and who should act next.
- Step 5
Preserve relationship history
Keep important decisions and updates together so both teams can continue with shared context.
FAQ categories
Onboarding and getting started
How co packers and food brands begin and continue setup.
A co packer signs in, confirms organization setup, and then uses the workspace to manage brand relationships and next steps.
Food brands join through an invitation and then continue through the guided acceptance path using their organization context.
Yes. You can sign in again and continue from your current workflow state.
Invitations and relationship setup
How invitation flows connect organizations and relationships.
A partner invitation connects organizations, while an internal invitation adds a teammate to your own organization.
No. Importing organizes relationship details for the co packer workflow. Food brand organization identity remains separate.
The invited user signs in and completes the acceptance path with the correct food brand organization context.
CSV import and data clarity
How import review supports reliable relationship records.
At minimum, include brand legal name and primary contact full name so records can be reviewed clearly.
CoPackFlow provides a review summary so you can address issues before confirming imported records.
Yes. Co packers can keep imported relationship details current as partnership information evolves.
Roles and permissions
How access maps to each organization and workflow responsibility.
Organization owners and admins manage organization-level actions in their workspace context.
Access remains organization-scoped so each action is performed in the correct workspace context.
Workflow views and status cues identify whether the co packer or the food brand should move next.
Support and troubleshooting
Where to go when you need help with access or workflow guidance.
Use the support contact link on this page. Include your organization and a short summary of what you need.
Use the sign-in page recovery options first, then contact support if the issue continues.
Authenticated users can use the Feedback area in the app shell and can also return to this Help Center anytime.
Support guidance
- Sign in first if your question is tied to your active workflow state.
- Include organization name and a short summary when contacting support.
- Use invitation links from official emails only and keep organization context clear.