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:
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 use their desktop or mobile browsers to access accounts.
Which Checkfront version supports this feature - classic items, classic products, or both?
- This feature is available in both our classic items version using classic items (Inventory > Items) and our classic products version using classic products (Inventory > Products). → Learn more about products
Viewing Partner account information
Back to topBy 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
Back to topSort 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.
Editing the columns for display within your account list
Back to topThe Nickname, Status, Bookings, Last Login, Commission Group, and Name columns display by default.
Email address and Phone number can be optionally displayed within the Partner Account list.
|
Account ID does not display by default, but this is the Partner ID your Partners need to make bookings attributed to their Partner account. Learn more about Partner Account IDs here: |
< Filtering and searching your Partner Account list | Enabling system-wide account settings for Partner accounts