Viewing Partner Account information within the Partner Account list

Learn how to view, sort, and edit the information displayed within the Partner Account list.

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

Looking for information on Staff or Customer accounts? Check out the following articles:

Which plans include this feature?

Legacy: Soho*, Pro*, Plus*, Enterprise*, Flex*
Current: Growth (Subscription), Growth (Online Booking Fee), Managed
*Limits on the number of Partner accounts apply.
→ Learn more about our current plans or how to change your plan.

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 use their desktop or mobile browsers to access accounts.

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

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

Viewing Partner account information

By default, the following data columns display for each Partner Account record.

Value	Description	Additional Details
Nickname	This is a short, unique name used in reports and notes.
Status	This is the status of the account. Accounts are either Enabled, Disabled, or Archived.	Enabled accounts 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, for example, if they are a seasonal worker.
Bookings	This is 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	This is the last date and time the Partner logged into their account, including the location from which they logged in.
Commission Group	This is the Commission Group with which the Partner is associated for Commission report filtering purposes.
Name	This is the Partner's First and Last Name, followed by their email address and 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.

Sorting your list of accounts

Partner Account Sort

Sort records by any columns within the Partner Account list (ascending or descending) by simply clicking the data column header. By default, Partner Accounts are listed in alphabetical order by nickname.