Filtering and searching your Partner Account list

Use search and filters to easily locate and manage specific Partner Accounts.

Learn how to filter and search your Partner Account list.

New to Partner Accounts? Please read the first article in this series: Introduction to Partner Accounts.
 

Learn more about Staff and Customer accounts Looking for information on Staff or Customer accounts? Check out the following articles: Introduction to Staff Accounts Introduction to Managing Customer Accounts

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Manage > User Accounts > Partner Accounts
   

What more do I need to use this feature?

• Admin permissions to manage User Accounts.
• Our Android and iOS mobile apps do not support Partner Accounts. Partners must access accounts using their desktop or mobile browsers.
   

Which Checkfront version supports this feature - classic items, classic products, or both?

• This feature is available in both our classic items version (Inventory > Items) and our classic products version (Inventory > Products).  → Learn more about products

At the top of the Partner Accounts list, you can filter by account status: Enabled (default), Disabled, Archived, or All.

At the top of the Partner Accounts list is a field where you can search for Partner Accounts by nickname, name, and email address. Matching results automatically show as you type. 

Next Steps

In the following article, we look at viewing Partner Account information within the Partner Account list.

< Introduction to Partner Accounts     |   Viewing Partner Account information within the Partner Account list >