Call us @ +1 508-737-1615

Introduction

Manage Partners module provides the access to an admin user to manage Partners. Admin user can add, edit and delete any Partner details.

Features/Components

There is only one main component of Manage Partners given as follows:

  • View Partners

1.1 View Partners

View Partners
How
  1. Add a Partner:
    • In the left navigation, click on Manage Partners>View Partners.
    • Click on the Add New button.
    • Enter the Partner Name(Required) in the given textbox.
    • Select a CAM from the Assign CAM dropdown list(Required). User can select only one CAM from this dropdown list. When the user selects a CAM, another field Assign Secondary CAM gets enabled which is optional (the user can select multiple secondary CAMs).
    • Enter the Address 1, Address 2, Phone 1, Phone 2, State, Postal Code, Country, and URL.
    • Enter the Partner Division and City (Both must be the same).
    • Enter the Primary Partner Id (mandatory and it must be unique for every Partner)
    • Enter Secondary Partner ID#.
    • Click on the Add Partner button.
  2. Edit a Partner:
    • In the left navigation, click on Manage Partners>View Partners.
    • Click on the Edit button in the Action column.
    • Make the desired changes and hit the Update button.
  3. Delete a Partner:
    • In the left navigation, click on Manage Partners>View Partners.
    • Click on the Delete button in the Action column.
  4. Search a Partner by searching the Partner Account Name and hitting the Search Button.
  5. Activate/Deactivate a Partner for CAM dashboard and frontend by checking/unchecking the checkbox given in the Active Column of the Manage Partners table.
  6. Export the Partner Accounts list by clicking on the Excel icon, the file will be exported to the user’s device for both active and inactive Partners.

© 2021 Successful Channels Inc.

MENU