Partners or Contractors

A guide on how to manage Partners* in your Organization.

*Partners (commercial) or Contractors (government) are determined by your license type and they function the same. The documentation below we will reflect the commercial partner side, however, understand, that if you have a government instance you will see contractors in lieu of partners.

Click on the "+ Partners*" tab found on the left side of the admin application.

The Partners* tab supports filtering through search and will display current "active" partner* accounts in a table that contains:

• Partner* Information

  • Name

  • Phone

  • Contact Email

• Needs Attention notification

• Partner* Members

• Actions

  • Edit

    • Edit Partner* details

    • Deactivate Partner*

  • View user list

The Deactivated tab will display any deactivated Partners*. On this view the following is visible to the admin:

• Name

  • Partner* Name

  • Phone Number

  • Deactivated Status Chip

• Actions

  • Activate Partner* button