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Locate: Manage > User Accounts > Partner Accounts
Prerequisites:
- Admin permissions to manage User Accounts.
- Partner Accounts are available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
- Interested in using Partner Accounts with products (Inventory > Products)? Your account must be a member of our Early Access Program. Please reach out to Checkfront Technical Support to learn more.
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Early Access Program To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team. Find our complete set of help articles related to the Early Access Program here: Early Access Program. |
Check out the following articles to learn more about Staff and Customer User Accounts:
Partner Accounts Tab
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The User Accounts page (Manage > User Accounts) is a central hub for managing your User Accounts - Staff, Partner, and Customer.
You may need to offer third-party agents or Partners the functionality to make bookings on behalf of your business. In this case, Commissions are paid for these bookings and the Partner must have access to their own reporting console, without having access to the main business back-end. This is where Partner accounts come into play.
When a Partner account is created, that Partner has access to their own private dashboard. This provides Partners with the tools they need to embed a booking portal on their website and track commissions earned on their referrals. They do not have access to your inventory or company reporting and are unable to make any changes to your account.
From the Partner Accounts tab, you can view pertinent information about each Partner such as the number of Bookings they have made, whether they have Two Factor Authentication enabled or not, and when they last logged in.
You can also access the Partner's account details for editing purposes and export Partner Accounts.
Add New Partner Account
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To start creating a new Partner Account, click on the New Partner button at the top-left of the page.
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Learn more about Partner Account - Profiles and Permissions with the following articles. |
- You have # Left
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You can add as many new Partners as required up to the limits of your account subscription. The number of Partner Accounts you have left is displayed next to the New Partner button with the YOU HAVE # LEFT label, for example, YOU HAVE 1 LEFT. If you require more Partner Accounts, simply click on the YOU HAVE # LEFT label to access the upgrade page.
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Anytime you change the status of a Partner Account (enable, disable, archive, or unarchive), simply refresh the page to see an updated YOU HAVE # LEFT count. |
Partner Account List
Back to topView the list of created Partner Accounts with options to filter and sort records!
- Filter by
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At the top of the Partner Accounts list, there is an option to Filter the list of Partner Accounts by account status: Enabled (default), Disabled, Archived or view All.
- Data Columns
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By default the following data columns display for each Partner Account record.
-- Nickname
A short, unique name used in reports and notes.
-- Status
The Status of the account. Accounts are either Enabled, Disabled, or Archived.
Enabled accounts either have all permissions (Admin) or are Restricted to select permissions.
Partner Accounts can be Disabled if you want to temporarily remove a Partner's access.
-- Bookings
The Number of Bookings processed by the Partner. Click on this number to access a list of associated Bookings within the Booking Index.
-- Last login
Displays the last date and time the Partner logged into their account including the location from which they logged in.
-- Two Factor Enabled
Communicates whether Two Factor Authentication is enabled (ON) on the Partner Account or not (OFF).
Two Factor Authentication is an additional account security measure, above and beyond your standard username and password. With this feature, your smartphone is also required to access your account.
After entering their username and password, Account holders will be required to obtain a six-digit passcode by one of two methods, via the Google Authenticator app or a simple text message.
Setup is easy and the feature adds an added layer of security to help keep your account information safe and private.
-- Commission Group
Commission Group with which the Partner is associated, for Commission report filtering purposes.
-- Name
Displays the Partner's First and Last Name followed by the Partner's email address. Used for notifications and internal communications.
Click on the Partner's Name to access the Edit Account panel with the Partner's Profile and Permissions.
- Sort By
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Sort records by any of the columns within the Partner Account list (ascending or descending) by simply clicking on the Data Column header. By default, Partner Accounts are listed in alphabetical order by Nickname.
Calculate Commissions After Booking Discounts
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Determines whether Commissions are calculated before or after Booking Discounts are applied.
Export Partner Accounts
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Start the Export process from the icon at the top-right of the page.
The Export modal allows you to choose your preferences for the file exports.
- Save As
Specify the name of the Export file. By default, the file name will include the name of the report, plus the applicable date range. You can edit the name of the file if needed by placing focus on the Save as field and entering the desired name.
- Format
Export report to MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format) or XML (eXtensible Markup Language).
- Save To
The report can be saved to your My Computer, Email, or Google Drive.
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Emailed Exports are sent as links to the files securely hosted in Google Cloud Storage. |
- Columns
Choose to Export Visible columns or All columns (if there are columns that you have chosen to hide in the online report view.
- Max Rows
Choose to limit the maximum number of rows to Export (Max Rows) or choose to Export All Rows.
Access the Columns modal from the top-right of the Partner Account list to choose which columns Columns you wish to display.
- Formatting
Use ISO Dates allows you to choose the format of dates within the Export.
- When selected, you see the format YYYY-DD-MM, for example, 2020-06-09.
- When not selected, you see the format as configured with the Date Format setting (Manage > Setup > Locale).
Edit Columns
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By default, the Nickname, Status, Bookings, Last Login, Commission Group, and Name display. The Two Factor Enabled always displays as this is a feature enabled by your Staff that you will want visibility into.
Email address and Phone number can be optionally displayed within the Partner Account list.
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Account ID does not display by default, but this is the Partner ID that your Partners need to make bookings attributed to their Partner Account. Learn more about here... |