Partners form the basis of our external collaboration feature. On our platform, you can easily view and add partners if you have the appropriate permissions. System Administrators can edit the details of Partners from the System Admin Module.
This includes updating the partner's status. When a new partner is added, the status will be set to Active by default. System Admins can update the partner status to Inactive if they no longer wish to publish assessments to that partner.
Note: Editing partner details from the System Admin Module is only available to System Administrators. If you do not have these permissions enabled, please reach out to a current System Administrator.
If you are a System Administrator or a user with Add/Edit Partner permissions, see our article on how to edit Partner details from the Partners Module below:
This article covers the following topics:
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From the System Admin Module, navigate to the Partners screen, and click on the partner of your choice.
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You can view and edit the Client Details as needed. Click on the Save Changes button to save the details.
Note: You can also add/edit the Contacts and Product information associated with the Partner by visiting the relevant tabs.
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Click on the Status dropdown arrow and select the desired status as shown below. Once done, click on the Save Changes button to update the status.
Note: This feature is available to Partner Connect/Vendor Connect as well as Client Connect (subscribed) users. This feature is not available for Guest users.
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If you set the Partner status to Inactive, you will be asked for confirmation, as shown below. Click on Save Changes button to proceed.
Note: Once you have set the Partner status to Inactive, you can no longer publish assessments to that partner. In addition, marking a Partner as Inactive will cancel all the future upcoming assessments scheduled for that Partner.