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Edit a Partner

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Bytimothy A
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Overview: 

Editing a partner allows you to update their account information, such as contact details, role assignments, and permissions. This ensures that partner records remain accurate and that their access within the system is properly maintained.

Follow these steps to edit a partner: 

Step 1: On your dashboard, hover over the user dropdown menu in the top-right corner.
Step 1: On your dashboard, hover over the user dropdown menu in the top-right corner.

Step 2: From the dropdown menu, click “Settings” to navigate to the Settings page.

Step 2: From the dropdown menu, click “Settings” to navigate to the Settings page.

Step 3: You will then be navigated to the Settings page. Click on Users / Partners / Affiliates

Step 3: You will then be navigated to the Settings page. Click on Users / Partners / Affiliates

Step 4: Click on the Partners tab to view and manage the Partners section.

Step 4: Click on the Partners tab to view and manage the Partners section.

Step 5: Click the Edit button for the user you want to update.

Step 5: Click the Edit button for the user you want to update.

Step 6: From here, you can edit the user’s first name, last name, email, mobile phone, birthday, gender, address, and short bio. You can also change the profile picture here.

Step 6: From here, you can edit the user’s first name, last name, email, mobile phone, birthday, gender, address, and short bio. You can also change the profile picture here.

Step 7: Under Password & Security, you can edit the user’s email address and change their password. You can also set up two-step authentication.

Step 7: Under Password & Security, you can edit the user’s email address and change their password. You can also set up two-step authentication.

Step 8: Clicking the Availability tab allows you to manage your availability, such as creating a new schedule, editing an existing one, or adding a date override.

Step 8: Clicking the Availability tab allows you to manage your availability, such as creating a new schedule, editing an existing one, or adding a date override.

Step 9: Click on the Access Levels tab to manage or edit the user’s access level.

Step 9: Click on the Access Levels tab to manage or edit the user’s access level.

Step 10: Click the Services tab to view and manage the services the user has, if any.

Step 10: Click the Services tab to view and manage the services the user has, if any.

Step 11: Click the Product Access tab to view the products the user is connected to. From here, you can manage the product rate as Flat or a percentage, and set the rate itself.

Step 11: Click the Product Access tab to view the products the user is connected to. From here, you can manage the product rate as Flat or Percentage, and set the rate itself.

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