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.
Looking for information on Staff or Customer accounts? Check out the following articles:
Which plans include this feature?
Legacy: Soho*, Pro*, Plus*, Enterprise*, Flex*
New: Starter*, Growth, Managed | Learn more about our new plans or how to change your plan.
*Limits on the number of Partner accounts apply.
Where can I find this feature using the top menu?
Manage > User Accounts > Partner Accounts
What prerequisites are there?
-
Admin permissions to manage User Accounts.
Which Checkfront version supports this feature - classic, new, or both?
- The Partner Accounts feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
|
New to Checkfront - Products ✨ With our newest version of Checkfront, we have added Products (Inventory > Products) as the successor to items (Inventory > Items). Are you interested in migrating to our newest version? Please reach out to our Technical Support team for more information. |
Filtering your list of accounts
Back to topAt 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.
Searching your partner account list
Back to topAt the top of the Partner Accounts list is a field to search the list of Partner Accounts by nickname, name, and email address. Matching results automatically show as you type.
< Introduction to Partner Accounts | Viewing Partner Account information within the Partner Account list >