Active Partners
A guide on how to add Active Partners* to 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 the "+ Partner*" button to add a new Partner* company.
The button will launch the Add Partner* Company Modal. The admin is required to fill in the fields shown on the modal below to create a new Partner* Company.
After filling out the required fields, Click the "Add" button.
Editing Partners*
Click the ✏️ icon to access that Partner*.
The pencil opens that Partners* page where you have the option to edit details or deactivate.
Clicking Deactivate will prompt you with a modal to move this Partner* to the deactivated tab.
Type "Deactivate Partner*" in the text box.
Click the "Deactivate" button.
All Deactivated Partners are found in the 'Deactivated' tab.
Last updated